We are often asked questions like “what is your minimum?” “What is your fee?” “How do you manage money?” While those are important questions to ask & will be answered along the way, our first step is to get to know you. Talk to you about your family, where you came from, your values, what this money means to you and how you see your future. This helps us to craft a customized financial plan that clients understand and see the long term value in following through with.

We are a team of three financial planners who use our extensive background in working together to align client’s values with their financial goals to live out their dreams. We listen and individually interpret the pathway for you. Then we meet as a team and bring back our collective best ideas. With our diverse backgrounds, ages, and genders, we absolutely believe it gives us the powerful ability to provide the best possible advice to clients.

We know technology is powerful today. We have a website, an app, social media, we tweet and we text clients. For many though, your financial future means you might want to sit down and look someone in the eye and have a face-to-face conversation. Shake hands. Meet for a cup of coffee. Get to know who they are and what they value before you trust them with your family’s financial future. Isn’t your nest egg more important than an 800 number or a website to you?