• Personal Financial Planning

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. [More]

    Personal Financial Planning
  • How do I make the right financial decisions?

    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. [More]

    How do I make the right financial decisions?
  • About Us

    As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change. [More]

    About Us

Financial Planning

planning_puzzle-300x199

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. [More]

Investment Advice

calculator-desk-sm

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. [More]

Taxes

tax-irs-building

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. [More]