What We Do
“If you have put castles in the air, your work need not be lost: that is where they should be. Now put foundations under them.” - Henry David Thoreau
Our job is to take the complexity of finances and help you determine what you need toward reaching your goals. We make sense of all those numbers. It's as simple as that.
We bring creative design ideas to the table in the areas of retirement, estate, investment, business owner planning and wealth creation. We help you focus on what you want your life to be about, on what’s important to you, and we develop a strategy customized to your life goals. Not sure what your goals are? We help you define them.
We coordinate and collaborate with your other advisors. We often find that our clients have different financial plans, set up at different times, often with different advisors – resulting in a lack of coordination among the various financial plans. We identify the gaps and misalignments in where you are today and where you want to be. Then we coordinate our findings with your other advisors. You’ll be confident your team has your interests at heart.
We act as a catalyst to get things done. We all have the best intentions. No one plans to be financially dependent. Life just happens and before you know it we’re looking back wondering where the time went. Not only do we help you map out priorities, we also help you implement your strategies. And we're big on follow through and doing what we say we'll do. You’ll have the satisfaction of seeing progress.