Why a Financial Planner?

Our Team collaborates with you to bring together all the financial pieces of the puzzle for your life.  As I get more mature, I have realized that I cannot buy clothes off the rack!  Everything that I try on has to be tailored  or it just doesn't fit right.  The same is true concerning your finances.  Your dreams, goals, needs, circumstances are all unique to you, your family or business.  Best practices or rules of thumb may get you close or let you survive.  We want you to thrive and enjoy the journey! 

The Planning Relationship

We live life together.  We seek to understand your dreams,  identify where you on the journey, evaluate the efficiency of what you are doing and craft a clear path to move forward.  Then, we work together to implement and make adjustments based on your needs throughout the journey.*

Working with Attorneys, Accountants, and Other Professionals

Is your attorney aware of the tax recommendations you received from your accountant?  Does your stockbroker know what your lawyer has advised regarding your estate plan? 

One of the most important things a financial advisor can do is act as a coordinator for your other important advisors.  We know the questions to ask and can provide information to help them work together more efficiently.  While we do not provide tax or legal advice, by working with attorneys and accountants, we can save you both time and money.

Above all else, our team is committed to acting in your best interest.  Fees will be disclosed in advance and your plan will be explained to you in detail.  We will be happy to answer any questions that you have during each step of the planning process.

Our goal is to provide you a financial plan tailored to you as well as the knowledge that you have an advisor(s) dedicated to developing a strategy that addresses your personal financial objectives.


Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.