Our Philosophy

What “IS” Financial Planning & Wealth Management?

It's your money, you earned it, and you should know what to do with it after you bring it home, right? Wrong! (typically).

When you consider what is important to most folks, it is usually their health, the health of their family, and money. Depending on whom you're talking to, it's a toss-up which is most important.

We understand that money, investing, and saving can be an intimidating subject for some of the most successful and highly educated individuals. We will help you understand that your relationship with money doesn't have to be this way. We can help put it all into context and know what to prioritize.

Most folks understand that they should hire a CPA to file their taxes, and the CPA's fee is usually covered and then some by the additional deductions or savings the client earns. When it comes to drafting a will, you can go online for something that may not work how you envisioned it. Alternatively, you can spend a bit more to have a local professional talk you through the design and implications of the documents they recommend you need for your situation. Many more examples exist: you can buy and sell a home without a Realtor to help negotiate both sides of the deal and attempt to "sell by owner" which almost leads to more stress and less desirable outcomes than if you integrated a real estate professional into the deal. Hiring a Property and Casualty agent enables you to choose the right coverage for your home, auto, and umbrella. The list goes on. Most physicians don't operate on themselves, and your brother-in-law real estate lawyer probably should not draft your Irrevocable Trust or will. We understand how all of the different disciplines fit into your life.

Working closely with us as your Financial Advisor brings many benefits, peace of mind, and ROI on your time spent with us. Financial Planning never ends but can drastically change your outcomes and will often need to be adjusted as your situation adjusts to create new and different results. By working with clients in collaboration, we can increase your knowledge and confidence in what you need to do, why you are doing it, and how you will do it. We don't give clients orders, nor do we take them; instead, we work in partnership as your personal household and business CFO. You are the CEO of your home and life. You are the leader who controls the vision; we help you get there as smoothly as possible.

Our clients achieve positive outcomes with active participation and openness. We have repeatedly seen that the time clients spend with us on planning gives a measurable return on the client's investment over time.

One last metaphor: if we are a personal trainer, you can't meet us at the gym and watch us work out while you get muscles and increased strength. Clients have to do some of the work. While we can't write the checks for you, we can help with much of the heavy lifting and spot you!

Market Watch

March 02, 2021 @ 03:22 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite ETF -0.2%  
S&P 500 ETF -0.1%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.