About Our Practice
What makes us different?
We are fee-only, compensated only by our clients. We do not sell products or insurance and we do not receive commissions. This objectivity means our sole focus is on you.
We provide comprehensive financial planning. Our ultimate goal is to provide objective guidance that supports your financial freedom. In most cases, this requires holistic planning and continued collaboration, This includes but is not limited to insurance policy review, cash flow, investment, tax, retirement and estate planning guidance. Our foundation approach is supported with ongoing planning and asset management,
We personalize solutions. Financial planning is equal parts art and science and does not lend itself to a one-size-fits-all approach. We partner with each client to understand their resources, goals and aspirations to provide guidance tailored to their unique circumstance.
Serving as your financial advisor is a highly personal endeavor. If the relationship is to flourish, we will learn virtually everything there is to know about you financially, and in doing so, a great deal about you personally. We believe there is mutual benefit to working with an advisor who shares your values and world view.