Let's WorkTogether

Our number one investment is in your success. When it comes to your financial future, there’s no such thing as a one-size-fits-all approach. That’s why we work with you to determine the absolute best course of action according to your goals, where you’re at in life and what your financial portfolio looks like. To get you started, we have three client profiles. Find the one that sounds the most similar to your situation and we can go from there.

Find Where You Fit


Austin is career driven, motivated and ready to maximize his financial future. A rising star at work, he earns a healthy wage, but doesn’t currently have many investable assets. Always one step ahead, he wants to make sure he’s setting himself up for success.

  • Retirement
  • Renting vs. Buying
  • Emergency and Goal Saving
  • Cash Flow and Spending Management
  • Debt Management (school loans, credit cards, and first time home buyer)
  • Maximizing Company Benefits: Insurance, HSAs, Investments, etc.
  • Getting Married or Just Married
  • Starting a Family
  • Insurance Needs
  • Asset allocation


Jill is successful (not to mention busy) at work and at home. Well-established in her career and respected by colleagues, she earns a high wage and has investable assets — and she wants to make the most of both.

  • Goal and Retirement Saving
  • Investing Your Nest Egg
  • Home Purchase
  • Education Savings
  • Cash Flow and Spending Management
  • Estate Planning and Insurance Needs
  • Health Care Costs
  • Stock Options, Employee Stock Purchase Plans, Restricted Stock Units
  • Tax Diversification
  • Asset Allocation
  • Risk Management


Dave has had a fruitful career and cares deeply for his family. Retirement is on the horizon and he’s been proactively preparing for years. Now he wants to make sure that he’s setting himself and his family up for continued prosperity.

  • Goal and Retirement Planning
  • Investing Your Nest Egg
  • Health Care Costs
  • Elder Care
  • Cash Flow Management
  • Estate and Legacy Planning
  • Succession Planning
  • Stock Options, Employee Stock Purchase Plans, Restricted Stock Units
  • Tax Efficient Distribution Planning
  • Education Savings for Children and Grandchildren
  • Asset Allocation
  • Risk Management

The future ain't what it used to be.
Yogi Berra

Our Process at a Glance


We begin by discussing your values, future goals and gather facts.


Now we can analyze all your data and align where you’re at with your goals.


We run scenarios through our leading- edge financial tools to find your best possible path based on the analysis.


Here’s where we work with you to take action and stay on your way to achieving your goals.

Pricing made to match your needs.

Simple. Straight-forward. 100% transparent. Our pricing is based on where you’re at in the financial planning process. Here’s a quick look at how our fees work:

$5M+ Over $5M 0.6% Annual
$4M $3M – $5M 0.8% Annual
$2M $1M – $3M 1.1% Annual
$250K $250K – $1M 1.25% Annual
$0 Less than $250K 1.25% + Monthly Subscription
One time financial plan fee for all fee structures.

What Do the Fees Cover?

Investment Management

Portfolio construction

Asset allocation

Utilize active and passive management strategies

Focus on low cost investments

Risk and Behavior Management

Matching investment strategy to risk tolerance

Discover your risk number

Guiding through different market conditions

Matching portfolio to your specific goals


Helping to discover your goals

Cash flow analysis

Illustrating various roads to a successful plan

Family protection and legacy planning