We bring clarity to your financial life by helping you get your finances in order. We do this at both the macro level (investments, insurance, estate, taxes, etc.) and the micro level (household cash flow, expenses, etc.).
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
We bring perspective from the outside to help you avoid emotionally driven decisions in important money matters, by being available when important decisions need to be made, doing the research to make sure you have the best information, and telling you about any potential conflicts of interest.
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Our goal is to improve your life through meaningful financial planning. We will do this by working with you, and not just for you. We want to deeply understand your situation so we can help you make the best possible financial decisions. We also believe in being absolutely transparent in how we are compensated so we will probably bring it up before you ask!