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What We Do

Money is just fuel for living the life you want, and living richly means something different for each person.
Our process is a proven way to help ensure your money serves you and not the other way around.
It’s an entire wealth management system designed to help you navigate life’s uncertainties in a way that’s best for you.

Our process will change the way you think about money—one decision at a time.

1 | Understand What’s Important to You
Gaining clarity about your intentions and commitments is the first step to living the life you want. Our digital discovery process helps you clearly articulate your intentions, goals, preferences, and priorities.

2 | Implement Your Plan
Once we gain a clear understanding of what you want your money to achieve, we create a customized plan that we measure, track, and update as your life changes.

3 | Engage on Your Terms
Goals change. Resources change. Markets change. Life changes! Making sound financial decisions along the way is fundamental to living the life you want. Together with our guidance, you have the power to navigate life’s course corrections with personalized road maps and on-going support along the way.

MONEYMIND®

MONEYMIND®

There is a science behind our process as we help uncover how you and your loved ones relate to money. Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.


Please take the 5 minute questionnaire to see your results.

Questionnaire

Real Conversations

Real Conversations

Our main focus is for you to be clear on what you really want out of life, then we work together to create a realistic plan to achieve it. Once the plan is agreed upon, we will adjust when necessary along the way, Life changes!

It’s not just about your investments, we will not skip the Real Conversations to save time, we feel that your future is too important for that.

This exercise will help focus you on the intersection between what matters to you and what you can control.

  • Identify and clarify your intentions, motivations, and goals.
  • Discuss the trade-offs around decisions and priorities.
  • Use scoring to track and update progress on priorities.
Financial Peace of mind comes from Planning.

Financial Peace of mind comes from Planning.

  • We want to alleviate the financial stress in your life. We believe that failure to plan is planning to fail.

  • Being transparent and fee conscious is important, as your money should always be working for you.