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COLLABORATIVE FINANCIAL PLANNING


for a better life

Do you want more time and freedom for the things you enjoy? You can.

You likely have several financial planning pieces in place — you pay taxes, invest at least a portion of your savings, have some insurance, a will in place — but chances are each of these pieces was developed independently and at different times in your life. As financial planning experts, we analyze each piece of your financial plan to ensure it is working to accomplish its own specific tasks as well as support the tasks of other pieces. 

As recommended, we have employed social distancing measures including dispersing our team to work from home. We remain available and dedicated to our clients.  We can be reached via video conference, phone, and email.

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COLLABORATION

Relationships and collaboration are the cornerstone of our approach and success. We work together with our clients, providing easy-to-understand financial recommendations and help to implement them every step of the way.

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OBJECTIVE & UNBIASED

We do not sell any financial products nor do we receive or accept commissions, referral fees, or third-party incentives. As fee-only financial advisors, our compensation comes solely from what our clients pay for our professional services. This ensures our complete focus is on what matters most: your financial well-being.

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ALL-INCLUSIVE & CLIENT-FOCUSED

Together we evaluate all aspects of your financial life – including your individual goals - and design a strategy where each piece works in harmony with the others, for your benefit.

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ACCESS

For one annual fee, you can meet with us or speak to us as often as is necessary to help you accomplish your financial goals.


Getting started with us is easy.  Request a call with one of our financial planners to learn about our services and share your needs and desires.