Ours is a dynamic process that considers how you relate to money, and the people and things that really matter.
Our approach is centered around your life story, a story that you’re authoring. How do finances fit? How do your beliefs about money fit?
Once we've established your goals, we'll develop a roadmap to serve as a GPS. We manage your investments and play the role of a musical conductor to coordinate with your tax, legal and other professional advisors.
We review your financial plan with you regularly and tie it back to what’s changed, if anything, in your beliefs, priorities, and hopes.