Get Started

As financial planning experts, we've found that when you plan first, the rest of the work is easy. We serve these types of clients best:

How can I pay off my debt sooner?

How can I get my budget under control?

How much do I need in my emergency fund?

How much should I spend on a new home?

Is my 401k invested well?

How do we pay for college?

Young Professionals

When you are just getting started, we are here to answer questions and put you on the right path for saving and investing.

Working Families

One and two income couples with kids and a mortgage. You have a lot of competing priorities. We help you prioritize and save for your goals.

Ready to Retire

We can answer your burning questions: Do we have enough to retire? When can I stop working? How do I plan for medical care?

Here's How to Get Started:

Step #1 - Connect

Schedule a Virtual Meeting at a time that suits your schedule.

Step #2 - Share

During our meeting, we want to learn more about our planning
needs. You'll have the opportunity to learn how we work
together.

Step #3 - Validate

We'll send you a proposal so you know what your financial plan
will include.

Step #4 - Confirm

We'll talk one more time to see if you have any questions or
need updates to your proposal. Then, you'll be ready to schedule
your first planning meeting.

Not ready to connect yet? That's Ok!

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Still have questions? Here are some answers...

Great question! We offer two services: Financial Planning and Investment Management. Sometimes together, sometimes separately. That’s it.

We are a fee-only advisory firm. That means we only accept payments from our clients. Not from mutual funds, insurance policies, annuities or any other product.

We don’t make money from referrals either. Any person or group we may refer to you is because they do a good job and we like them. We think you will like the work they do, too.

Great question! First, let’s consider why you may NOT want to hire us.

If you are looking to beat the market, we’re not for you. Why? Because we believe that the average investor is best served with regular savings and a solid asset allocation.

If you have a divorce situation, international needs, or same-sex partner planning, we may not be for you. Why? You will need specialized help for these planning situations. We can guide you to advisors who work with these specific niches so you get the best planning possible.

We know juggling finances can be complicated and that you have competing priorities. Maybe you want professional guidance but feel like you can’t afford it. Or maybe you think you are on the right track and just need to be sure.

We’re here to provide advice on budgeting, debt, insurance, estate planning, retirement, and college planning, as well as principled investment management. If that’s what you need, then you’re in the right place.