What We Do
Our job is to help you live the life that you want, understanding that your money is simply a resource to help do this.
Financial Planning for Families Desiring Early Financial Independence
Helping Business Owners Navigate From Build to Exit
Financial Planning for Retirement and Generational Impact
Intentional Communities
We know that our clients have unique goals, decisions to navigate, and needs to address. We believe that your planning experience should be tailored for you; that your planning should be Intentional.
Investment Management
Medicare & Insurance Planning
Financial Independence Planning
Retirement Income Optimization
Cash Flow Planning
Insurance Optimization
Legacy & Estate Planning
Cashflow Forecasting
Tax Planning
Real Estate Strategy
College Planning
Pension Elections
Debt Management Strategy
Business Owner Planning
Social Security Strategies
Coordinate With Your Other Professionals
Your Life Is Dynamic. We Believe Your Planning Should Be, Too.
Two Annual Meetings
One meeting is dedicated to revisiting your Values and Goals, to ensure that the Decisions we make and the Actions we take remain aligned with what is most important to you. The second annual meeting is dedicated to reviewing the macro Plan, to track progress and continually refine.
We Are Here
In between meeting, we are available by phone or email. We are more than happy to hop on Zoom, have a conversation with you and/or the other members of your professional team, and want to be a resource for you in real life, not just once per year.