What We Do
We can help you implement today's financial plan, for a successful tomorrow.Watch Video
We can help you monitor your finances and track your plan progress with secure online tools.Log in
How We Can Help
We can help you consolidate, simplify, and coordinate all of your wealth management needs.Watch Video
YOU ARE UNIQUE – YOUR PLAN SHOULD BE TOO
Don’t know where to begin? We can help.
As a holistic, boutique financial planning firm with genuine interest in your well-being and success, we listen first to honor your unique circumstances and attitudes toward money, helping you navigate what can be an emotional process. Celebrating our differences, we work with a diverse clientele, and pride ourselves on treating you with dignity, fairness and respect.
Finances can get complicated and let’s face it, plans change.
From creating simple retirement income plans to complex wealth strategies, we are here to help you define your financial priorities and implement effective solutions. Financial planning is a life-long, multi-faceted process and we work side-by-side with you through all stages. Our professional team transcends the numbers and provides unbiased advice that is individualized, consistent and understandable, to create an easy-to-follow road map through your financial world.
We invite you to partner with us! Click Here to Schedule an Introduction to see how you may benefit as a client.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Simple steps may help you foil hackers and protect your privacy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
At what point can you call a personal vehicle commercial?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Five overlooked tax deductions to help manage your tax bill.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.