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We believe...

We believe that financial planning is deeply powerful.

 

We believe that good financial planning helps people live with purpose and clarity and develop a healthy relationship with money.

 

We believe that a lack of financial planning causes undue stress, anxiety, and frustration.

 

We work with individuals and families that are open to exploring how all the resources available to them can enhance their life's purpose.

Financial Planning 101

What is financial planning?

  1. Understanding your personal and financial circumstances. 
  2. Working with you to identify and select goals.
  3. Showing you what road you’re on and exploring alternative routes.
  4. Developing and presenting to you our best ideas.
  5. Assisting you with turning these ideas into action. 

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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.