[ Planning designed around you ]

Our process

[ Prepare with clarity & confidence ]

A simple process focused on optimizing your life.

You don't have time for confusion and complexity. That's where we come in. We create high-impact strategies focused on your long-terms goals without sacrificing the present.

Our Process

Our process is purpose-driven around you and your goals.

Strategy Call

Where we get to know each other

This is where we learn about you and your goals. We will do an initial assessment so we can see if mutually we're a good fit.

Onboarding

Welcome!

Once we've agreed to work together, we will start the onboarding process. We do our best to make this quick and painless.

Discovery

Purpose-driven planning

Once you're onboarded, we will dig into what we discussed over our strategy call. We will use a variety of tools to help you clarify your goals, gain visibility into your finances, and review your initial financial plan.

Review & Implementation

Implement Your Plan

Once complete, we will do a final review and start the implementation process. Together, we will align our ongoing strategy with your desired goals.

Ongoing Financial Advice

Financial Advisors for you.

As your Financial Advisor(s), we are in your corner to help you stay on course as your life circumstances evolve and change. We are here to help you improve your financial future.

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[ FAQs ]

Are you an independent financial advisor?

Yes! Our partnership with LPL Financial allows for us to put you first, always.

Who is LPL Financial?

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

‍*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

What type of clients do we work with?

We work with clients from all walks of life. That said, our clients tend to be goal-oriented people who are looking to control their financial future with confidence and clarity.

Why hire us?

At our core, we are your local, main street Financial Advisors. Our firm is built on Discipline, Integrity, and Gratitude.

Clients hire us when they don't have the time or desire to manage their complex financial lives. They hire us when they want integrated strategies that take into account the interconnectedness of their financial activities.

Areas of experience

Investments & asset allocation
Retirement planning
Distribution planning
Tax planning
Goals-based saving
Risk management
Cash-flow planning
Charitable giving
Estate planning

Financial Planning

Investment Management

Retirement Planning

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