ONGOING FINANCIAL PLANNING with INVESTMENT MANAGEMENT – Our primary service offering is Ongoing Financial Planning with Investment Management, which we approach as a continuous engagement paid through a minimum annual retainer. Financial planning should be a process – not a product. The ongoing service model provides you with support quarter after quarter, year after year, while building a deeper understanding of your financial health. You will learn how different elements of your financial life work together to create a strong foundation, so you can take ownership of the process – without getting overwhelmed. Click here to learn more.

FINANCIAL CONSULTATION – Financial Consultation is a cost-effective way to receive fiduciary-quality advice through a limited engagement. You’ll get answers to your questions and concerns regarding specific areas of your financial health – without a long commitment or expensive price tag. Most appropriate for people who want to manage personal finances on their own, but might still have some questions along the way. Click here to learn more.