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. 

Our Team

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Recent Blog Posts

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Hannah Provost |
Categories
Tax Planning
Retirement
Finance
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...