Financial Planning For Your Life
Committed to the highest level of service & standards
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A Better Way To Invest
Customized financial plans & cost-effective portfolios based on academic research – not sales quotas.
As independent financial advisors & fiduciaries, we can help you take control of your financial life.
A second opinion from a CERTIFIED FINANCIAL PLANNER™ professional can help protect your financial health.
Never Too Soon or Too Late
Retirement planning may be one of the most important choices you make. Many underestimate how much money they will need during retirement.
Growing your nest egg or already retired, we can help you plan for your retirement.
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Planning for Independent Women
Unique Perspectives
Women’s influence on finances is significant. Women live longer and spend more time in retirement than men, and have different priorities and goals.
We understand the unique perspectives of independent women, and we can help you pursue your goals.
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Complex Needs
Entrepreneurs & business owners are busy and have unique planning requirements. Capital investment, risk management, stock options, and concentrated stock positions are complex.
As your personal CFO, we can manage your finances so you can focus on growing your business.
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Fiduciary Responsibilities
Employer-sponsored retirement plans, such as 401(k) plans, are complicated and place fiduciary responsibilities on owners. Owners may not be getting the most out of their plans.
We can create and manage effective retirement plans so you can provide more for yourself and your employees.
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Aligning Investments with Your Values
Sustainable investing incorporates environmental, social & governance (ESG) factors in portfolio selection to generate competitive financial returns & positive societal impact.
We can build and manage sustainable investment portfolios that are aligned with your values and your goals.
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Independent, Transparent, Fiduciary
