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Financial Planning

“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.

Risk Management

Having the appropriate amount of insurance to cover risks.

Charitable Giving

Impactful and tax-efficient charitable giving.


Saving for long-term goals like education and retirement.

Estate Planning

Developing a plan that passes on wealth & wisdom.

Investment Management

“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).

Value Based

Aligning investments with your values: ESG, SRI, BRI.

Man doing online finances

Tax Planning

“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.

Tax Deferral

Delaying taxes to allow for compound growth.

Charitable Giving

Maximizing tax savings with charitable giving strategies.

Company Stock

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.

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