Personal Planning

A financial plan is our starting point to any new client relationship.  Why bother with a financial plan?  Simply put, the plan is designed to answer the fundamental question we are always asked, “When can I retire?” This planning process enables us to assess whether you are on track to achieving your goals, or whether adjustments need to be made. 

We find that working with you to gather the plan data  about your current lifestyle, future goals and retirement objectives, allows us to better understand how we can best service your needs over the long-term.  By examining incomes, expenses and assets, we work with you to design a dynamic plan that can be regularly monitored to help you navigate life events and reach your cash flow needs in retirement.


Small Business Planning

We offer you, as a small business owner, a comprehensive and objective business financial counseling program that allows you to better manage tax liabilities, valuate your business, and create an exit strategy for yourself.  Our fiduciary-driven financial planning process includes a robust focus on educating you regarding the best possible ways to balance the monetary demands of your business and preparing you for your own retirement.