Your Personal Chief Financial Officer (CFO)

You are the Chief Executive Officer. At the end of the day, you are in control, your have the final say, you are the boss. As your Chief Financial Officer, our job is to know the ins and outs of your personal finances and how they affect what is most important to you. We provide you with advice on how to help you navigate through the complexities of finances, taxes, and retirement planning. Knowing that you have certified professionals reviewing and advising you over your finances will give you the confidence to make smart decisions.

Your Behavioral Finance Coach

After creating a strategic financial plan, implementing the plan is the hardest part. Our emotions are very powerful and sometimes get the best of us. We work together to make sure we set the right expectations during the good times so we can persevere and stay the course during uncertain times.

Transparency

Building and earning trust takes time. We believe transparency is one of the best ways to earn your trust. That is why we act as fiduciaries and offer a competitive and transparent fee structure.

Client-Centric Approach

We are in the trust and relationship business. Over time, we are able to listen and learn what works best for you. We do not believe in “one size fits all” approach. We offer quarterly meetings: in person, via video conference, or over the phone.

What the studies suggest

Morningstar Study and Vanguard

*This 3% annual return is in addition to the returns the client would achieve when investing alone, net of the fees the client pays the advisor.

Collaboration

We all need support. We get distracted and stray from what we seek out to accomplish. Life gets in the way sometimes, but our thoughtful guidance helps you stay on track. We regularly monitor your progress and check in to make sure we are there for you when you need us.