Where Big Dreams Come to Life.

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Begin With The End in Mind

We start with the human side of money. Behind all financial advice we provide are real people with complex and busy lives. We are experts at weaving elegant simplicity into your financial life.

We believe in this process because goals shape plans, then your plan guides the implementation tools we use for your unique situation. From there, we provide a framework with micro-actions you take - with us as your constant guide.

P.E.A.K

Planning Process

Effective financial planning starts with understanding your unique life goals and dreams. Our process begins with a frank conversation to determine where you are today and what you want to achieve with your wealth. We then develop a comprehensive financial plan tailored to your aspirations, all while weaving elegant simplicity into your financial life.

Execution

A well-crafted plan is only as good as its implementation. We collaborate closely with you to execute your financial strategy, ensuring that each step aligns with your goals. From establishing your accounts to allocating your funds into appropriate asset classes, we handle the complexities, allowing you to focus on what matters most.

Accountability

We understand that maintaining discipline is crucial to achieving your financial goals. Our team provides a framework with micro-actions you take with us as your constant guide, helping you stay committed to your plan. This collaborative approach ensures that you remain on track, making adjustments as needed to reflect changes in your life.

Keep on Track

Life is dynamic, and your financial plan should be too. We proactively monitor your plan and offer ongoing support to keep your financial journey aligned with your evolving goals. Regular reviews and adjustments to your plan ensure that you continue to progress toward your aspirations, no matter what changes come your way.

Your Path Forward

STEP 1: Get to know each other. We meet, get to know you and allow you to decide if our independent financial advisory is a good fit for your needs.

STEP 2: Establish a clear understanding of where you are today and your goals and objectives. We have a frank conversation to determine what you want to achieve with your wealth.

STEP 3: You decide whether we’re a good fit and if you want to move forward. Then we send over client agreements and begin the software onboarding involved in our planning process.

STEP 4: Establish your accounts. We create your accounts and transfer your investments.

STEP 5: Allocate your funds into the appropriate asset classes. Using the information we gathered earlier in the process, we implement our investment selections.

STEP 6: Develop your unique financial plan. We present a final version of your customized financial plan so that you're positioned to move forward.

Take a Peek at our Planning Items

What are the common “issues” we consider in the planning process?

Retirement Planning

Investment Management

Investment Fees

Tax Planning

Tax Efficient Charitable Giving

Business Planning

Estate Planning

Education Planning

Risk & Insurance Analysis

Portfolio Diversification

Cash Flow and Liquidity

Budgeting Review & Advice

"…by small and simple things are great things brought to pass…" - Alma the Younger
"A penny saved is a penny earned." - Benjamin Franklin
"Do not save what is left after spending but spend what is left after saving." - Warren Buffett
"Success is not final, failure is not fatal: it is the courage to continue that counts." - Winston Churchill
"Believe you can and you're halfway there." - Theodore Roosevelt
"The technical definition of a bear market is a period of time during which common stocks are returned to their rightful owners." - Nick Murray
"Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it." - Albert Einstein
"The stock market is designed to transfer money from the active to the patient." - Warren Buffett
"Wealth isn’t primarily determined by investment performance, but by investor behavior." - Nick Murray
"The four most expensive words in the English language are, 'This time it’s different.'" - Sir John Templeton
"The investor’s chief problem - and even his worst enemy - is likely to be himself." - Benjamin Graham
"More people lost money waiting for corrections and anticipating corrections than the actual corrections." - Peter Lynch
"Beware of little expenses; a small leak will sink a great ship." - Benjamin Franklin
"The art is not in making money, but in keeping it." - Proverb
"Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do." - Mark Twain
"Success is liking yourself, liking what you do, and liking how you do it." - Maya Angelou
"You will either learn to manage money, or the lack of it will manage you." - Dave Ramsey

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