Services
Our job is to help you live the life that you want, understanding that your money is simply a resource to help do this.
Our role is to live where your life and your money intersect. We serve as your Guide to help you make intentional decisions that align your money with your life.
We help you navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively to serve its purpose in your life.
Your Life Is Dynamic. We Believe Your Planning Should Be, Too.
Two Annual Meetings
One meeting is dedicated to revisiting your Values and Goals, to ensure that the Decisions we make and the Actions we take remain aligned with what is most important to you. The second annual meeting is dedicated to reviewing the macro Plan, to track progress and continually refine.
Monthly Aligned Engagements
Further, we have monthly Aligned micro-interactions, each focused on a key piece of your financial life. Depending on the level of explanation required and your desired communication method, updates and recommendations will be delivered to you by email, video, or phone.
We Are Here
In between meeting, we are available by phone or email. We are more than happy to hop on Zoom, have a conversation with you and/or the other members of your professional team, and want to be a resource for you in real life, not just once per year.
Investment Management
Net Worth Tracking
Financial Independence Planning
Cash Flow Planning
Insurance Optimization
Estate Planning
Tax Planning
Real Estate Strategy
College Planning
Debt Management Strategy
Business Owner Planning
Coordination With Your Other Professionals