Do you feel like you’re doing everything right but still not building any real wealth?
Do you want to make a major lifestyle change but wonder if you can ‘afford it?’
Do you wonder if it is even possible to meet your multiple, competing financial goals?
Holistic Planning Process
Our process is designed to be empowering, educational and non-judgmental — focusing on answering your questions and supporting you in achieving your dreams.
We’ll talk about your vision for your future.
We’ll ask the easy questions…and the tough ones.
We’ll help you clarify your priorities.
We’ll provide recommendations and action items to help you get there.
Your future is worth your attention and depends on you being intentional, informed and inspired to create the life you seek.
We are fee-only, which means we do not receive referral fees or commissions on products.
We charge an hourly fee for our planning services — unless you choose to have us manage your investments, in which case planning may be included in the management fee.
If you are unsure if you can afford our services, every year we set aside nearly 100 hours for pro bono work. You can also find us at The Broad most Friday mornings. Click to sign up for a free one on one consultation.