Our initial process is designed to answer your questions, to provide clarity around your situation and to address any potential blindspots you might not have considered.  

Our goal is simple; To help families live more enjoyable lives with a little help from smarter financial planning.  Whether you become a client or not, our results in advance approach will provide context around how to manage  your financial resources to improve your “return on life”. 

Please note that we never take custody of a client's assets.  We believe your custodian should always be separate from your investment advisor to provide checks and balances to help further avoid potential conflicts of interest.

By partnering with LPL Financial, a publicly traded company with more than 50 years of putting clients first. All of our clients accounts are held with LPL Financial. So that means they hold your money and investments, produce your account statements, and tax forms every year.

LPL Financial also provides us access to some of the brightest investment analysts, a dedicated cyber security and technology support team, and all the important oversight and compliance we need in an incredibly regulated industry. All while maintaining the personal, one client at a time approach, best offered through an independent firm.

Working with a financial advisor without having to drive to their office is actually very easy and convenient.  

Meetings can be done from the comfort of your home or office while we still see each other over the computer screen while simultaneously being able to review financial matters.

There are times that a face to face meeting is appropriate and when useful we make travel arrangements to accommodate the needs of our clients.

If you are looking for an experienced financial advisor, and willing to embrace new technologies - please reach out and start a conversation with us.