Planning and Guidance

Serving as your personal financial counselor, we provide customized, fee-only, and objective financial planning and guidance to help you gain financial confidence, reduce taxes, make investing more satisfying, and prepare for and enjoy a fulfilling retirement. We build your financial plan around your vision and goals to create customized solutions that grow your money wisely and effectively. Throughout the process, we encourage you to ask questions—even those that may be difficult for us to answer. As a result, we believe we'll be able to deliver a strategy on which to build your lifelong financial plan. Our financial planning services include:

  • 401(k) and 403(b) management
  • Cash flow advice
  • charitable gifting
  • college funding
  • estate planning and estate settlement
  • financial counseling
  • investment and portfolio management
  • real estate and mortgage planning
  • retirement and income planning
  • risk management/insurance review
  • tax planning
  • wealth management
  • wills and trusts (non-legal planning advice)

I believe in a mindful approach to life. I practice yoga. I meditate. And I try to make choices th...