Building Wealth and Beyond...
Because money is only part of the recipe for life satisfaction, purpose, and happiness, we have revolutionized what clients can and should expect from a Financial Advisor. We focus on helping you achieve a better "Return on Life". By combining the three key services described below, you can expect a plan that is designed to help you live your best life possible with the money you have.
Our job as your Life Planner, is to help you maneuver resources to achieve a higher sense of life satisfaction both pre and post-retirement. Our process helps you identify what is important to you in life so we can build your financial foundation to promote life satisfaction. Our tools help you and us to understand how you arrived at today and how to live your best life going forward. Although we will plan and invest to meet the needs of tomorrow, we believe that living your best life between now and then is just as important.
Our job as your Financial Planner is to build a bridge between where you are today and the life you want to live tomorrow. We answer questions like, "How much is enough?" and "How do we get there?"With 20 years of financial planning experience and our sophisticated financial planning software we will meet you wherever you are in your journey and advise you on the best path forward.
Our job as your Financial Advisor is to skillfully maneuver your assets according to your financial plan to make your life plan a reality. To accomplish this, we offer comprehensive portfolio management and insurance services to meet your investment needs.
Our first step to improving your "Return on Life" is to assess your current satisfaction in 10 key areas of life. Click below to take your free assessment.