WHAT WE DO
“Always plan ahead. It wasn’t raining when Noah built the ark.”
– Richard Cushing
We partner with you to create a financial plan that will align with your life and values.
Financial Planning Services
Cash Flow Management
Building financial margin to cover the unexpected.
Having a plan to retire well and continue to thrive.
Having the appropriate amount of insurance to cover risks.
Impactful and tax-efficient charitable giving.
Saving for long-term goals like education and retirement.
Developing a plan that passes on wealth & wisdom.
“Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it.”
– Albert Einstein
We partner with you to manage your investments and align them with your life and values.
Investment Management Services
Minimizing risks such as interest rates, inflation, concentrations.
Minimizing investment costs and fees.
Maximizing returns based on your tolerance for market risk.
Performance reporting on investment accounts.
Creating an Investment Policy Statement (IPS).
Aligning investments with your values: ESG, SRI, BRI.
“The only difference between death and taxes is that death doesn't get worse every time Congress meets.”
– Will Rogers
We partner with your tax preparer to plan and help you minimize your tax liability.
Tax Planning Services
Avoiding overpaying and unnecessary taxes.
Gifting assets with minimal tax burden.
Delaying taxes to allow for compound growth.
Maximizing tax savings with charitable giving strategies.
Minimizing taxes on company stock and stock options.
Reducing impact of any taxes on your estate.
Want It All?
Our clients receive comprehensive financial planning, investment management, and tax consulting services. We know that it’s a lot to manage all these areas well on your own. Learn more about our process.