It takes all types in this wide, wild world, but experience has shown that the best results come  while working with clients who:

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• are in the wealth-building phase of life (30-50, at least a decade until retirement)

• want help aligning money decisions with values and life goals

• are interested in delegating investment management

• want to simplify and reduce stress from money decisions

• are proactive, intentional, and ready to engage

• want help managing both the big picture and the nitty gritty

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If those descriptions sound like you, we might be a great fit! Let's start a conversation to find out.