Capturing Joy Through Financial Planning

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OUR APPROACH

Non-Judgemental

Exposing one’s financial life requires courage and vulnerability.  It’s natural to wonder what the person on the other side of the table is thinking when we talk about our finances.  With us, you do not have to wonder. We understand that everyone has their own unique story. We’d love to hear yours and partner with you to continue writing it.  You will come away feeling heard, understood, and empowered.

Unbiased & Fiduciary

We are a “fee-only” financial practice.  That means we get paid only by you, our client.  Our practice does not sell you any products on which we make a commission. As a client, the fees you pay are for the financial plans and advice that we give.  In addition, we hold ourselves to the highest standard of the financial planning practice: fiduciary. That means we put ourselves in your shoes and have your utmost interest at heart as we dive into your financial well-being.  You will come away knowing that you have a partner with your best interest in mind.

Education based

The world of financial services can be complex and full of acronyms and jargon that can overwhelm even people who speak it every day, let alone people who are not regularly exposed to it.  We take the time to be your guide through the whole process and explain anything that you might not understand. We believe you are the boss of your own financial decisions, and we are at your service.  Through education, you will come away with the clarity and confidence to make financial decisions that will allow your life to flourish.