We’ll help navigate whatever waters lie ahead.
Life is an expedition into the unfamiliar and the unknown. With the right financial advisor along for the journey, you’ll have the confidence and experience to take on whatever’s just over the horizon or around the next bend. Whether you encounter a change in the weather, rough waters, or smooth sailing, you can live your life with the trust that we’ll be there to help guide you through it all, and the confidence that we’ve been there before.
“Counsel woven into the fabric of real life is wisdom.”
Walter Benjamin
A Personalized Financial Planning Path
Our approach to wealth management places the emphasis on your own unique journey through life—and how to prepare for the expected and the unexpected circumstances that lie ahead.
Our financial lives are full of changes—some pleasant, and some not so much. Marriage, divorce, children, grandchildren, career changes, inheritance, retirement, and death—all of these will impact your financial needs and choices. Having a trusted financial advisor builds confidence, relieves anxiety, and helps you adjust to life’s challenges with courage and hope. How? By helping you focus on the things you can control, by protecting your best interests, and by providing you sound, caring, dependable counsel during times of transition.
Behavioral Coaching
Money and emotions are deeply intertwined. Your long-term success with money and life will hinge on your behavior and the decisions you make. In times of challenge and change, disciplined leadership, personal attention, and sound financial principles that encourage you to act with more confidence will add to your sense of resilience. You’ll sleep better at night with the conviction that wealth and well-being, in all its forms, can become a meaningful part of your legacy.
We take a holistic approach, not one focused solely on your investments and financial transactions. Ours is a life-centered, not simply a portfolio-centered, value proposition.
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
William Arthur Ward
Are we a good fit?
It’s important that you find the right financial planner for you, and that we find the right clients for us. We find it helpful to share the qualities of clients we like to partner with.
Most of our clients fall into one of four categories:
Retired individuals and couples who need income from their investments and want to make sure they do not outlive their money. Many also want to leave a legacy for their children, family, loved ones, or charity.
Professional accumulators in their prime earning years who are investing to help secure financial independence. They seek optimum growth and tax efficiency.
Independent women investors will find us respectful, accessible, and comfortable to work with. Whether never married, divorced, or widowed, we help empower them to lead financially independent lives.
Business owners that need to focus on their successful business(es), but do not want to miss out on securing their long-term futures through optimal, thoughtful financial planning.
Our ideal clients are:
Fiscally conservative, they live below their means and keep debt to a minimum.
Prudent investors, they are motivated primarily by responsibility, not greed.
Thoughtful delegators that actively seek insightful advice - then act on it.
Long-term oriented, they are thinking in terms of decades and generations rather than immediate gratification.
Respected in the community, they have a strong sense of stewardship, and “give back.”
Have a good sense of humor, they like to have fun, and don’t take themselves too seriously.
If this sounds like you, we’d welcome a chance to chat further.