Powerful investment models.

Modern Financial Planning.

Regardless of your stage in life, your income or goals, you need a plan to help you accurately manage and track your finances.

Our mission is to be a trusted advocate of your financial resources and hold in trust your financial future as if it were our own.

Client First

We are fiduciaries. The client’s needs always come first, and we will always do what is in the client’s best interest.

Community

Being of service to others is a core value of ours. We are committed to creating a vibrant and welcoming environment and lending our talents to our community.

Collaboration

Success is best when it’s shared. We work together with our clients to achieve the goals they have set for themselves.

The Planning Process

1
Discovery

The discovery meeting we will learn about each other and whether we can work together to achieve your financial objectives.

2
Collect Data

We learn about you and what you want to achieve. This is accomplished through personal interviews and questionnaires.

3
Analyze & Evaluate

We analyze your current situation and evaluate all areas of your finances such as your Assets and Liabilities, Investments, Insurance.

4
Develop

A formal plan is developed and presented to you documenting where you are today in respect to your goals for the future with a road map to take you there.

5
Implement

A financial plan is of limited value if no action is taken towards achieving your goals.  By implementing the recommendations in your plan you begin to achieve your goals

6
Monitor

Monitoring your progress and the actions taken towards your goals is crucial. We will review and re-evaluate your plan and adjust accordingly as things change.

Smart Portfolio
Investment Strategies

We make our own portfolios in accordance to our client’s goals. We believe in core-satellite portfolios that utilize passive investment vehicles such as ETF’s and index funds.

We utilize the satellite portion to take advantage of market inefficiencies as well as to protect clients’ portfolios in times of volatility.