Working with us
Not Just Finance Nerds
We’re stewards of your financial health
If you believe life is about more than just work
Your financial planner should too!
Don’t get us wrong, we are passionate about guiding you to fulfill your financial goals. But your financial goals aren’t about money, they are about security and freedom. Security and freedom are what allow you to live the life you love!
We work with clients who share our values, because we give better advice that way. Our core values include:
- Integrity
- Transparency
- Commitment to continuous improvement
- Compassion and empathy
- Family, friends, and community
- The great outdoors
If you value those as well, then we are probably a great fit.
Why you’ll love working with us
- You’ll be treated like an old friend. You’ll have easy access to your advisor and your advisor’s support team via email, phone, text messaging, and virtual meeting.
- Our advisors are respectful, appreciative, and empathetic. We believe all your questions are important and we will explain things in plain english. You are the expert on YOUR life and that is critical to our process.
- No wasteful mahogany offices here! Our efficient, low-overhead culture means you don’t pay excessive fees.
- You’ll have access to the best service providers in the industry. We continuously vet new services and products to give you the best advice available.
- You may not be tech savvy, but you need us to be! Technology will never replace the relationship between you and your financial consultant. However, our innovative solutions keep us on top of cyber-security and help us stay connected.
Our Process
Make your financial decisions simple and clear
First Time Call
Find out if we are a good fit for your needs.
Discovery Meeting
No-fee, no-obligation. We’ll give you an honest assessment of your situation and how we may be able to help.
Comprehensive Plan
We work together to build a customized plan to reach your goals.
Onboarding & Implementation
There’s a lot of heavy lifting in the first 90-days or so of our work together. We’ll create an efficient timeline to implement your plan and get you on the road.
Monitoring & Course Correction
We act as a second set of eyes committed to your success, offering timely course corrections to keep you moving toward your goals.
Our Process
Make your financial decisions simple and clear
First Time Call
Find out if we are a good fit for your needs.
Discovery Meeting
No-fee, no-obligation. We’ll give you an honest assessment of your situation and how we may be able to help.
Comprehensive Plan
We work together to build a customized plan to reach your goals.
Onboarding & Implementation
There’s a lot of heavy lifting in the first 90-days or so of our work together. We’ll create an efficient timeline to implement your plan and get you on the road.
Monitoring & Course Correction
We act as a second set of eyes committed to your success, offering timely course corrections to keep you moving toward your goals.