You Take Center Stage
People are bombarded by the media, bullied by sales people, and bewildered by all the knowledge needed to manage personal finances. We believe that people deserve to have a trusted financial advisor—independent, collaborative, and loyal.
We listen to you. We know how important it is for our understanding that you tell your story, explain your circumstance, and reveal your objectives.
Our 6-Step Discovery Process promotes the development of a framework for your financial plan. Goals and values are clarified. Risk tolerance is determined. We talk candidly with you about the intellectual and emotional factors that shape your decision-making.
We know that trust is earned. It takes time to develop an authentic partnership. Communication is essential. Our system of listening and learning is an intentional process that leads to and then supports a collaborative working relationship. The essential outcome is that your needs come into clear focus.
You are in control. We make recommendations, not decisions. You decide which recommendations to follow, and we assist with the implementation.
We build a face-to-face relationship. Online conveniences are wonderful but nothing beats an in-person conversation with a trusted friend
Helpful Content
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Surprises
Making the most of surprises is a great reason to work with us.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.