Life is not a race. It’s a journey. Enjoy the ride!
‘Live Your Best Life’
is Not Just a Tagline.
It’s a Mission.
Financial planning and money management is about you living your best life—no matter where you are along the road.
We work tirelessly on your behalf to design personalized financial strategies and money management plans that honor who you are and what you love, so you can enjoy your life worry free.
In fact, when you live your best life, we live ours.
Navigating Life’s
Twists and Turns
A new baby on the way? Changes at work? Getting divorced? Lost a loved one?
Whether it’s unexpected or just complicated, certain stretches of the road can affect your money profoundly. In fact, many of our new clients come to us because they just don’t know what to do, where to turn, or how they’ll afford the new situation.
Don’t worry. Protecting your financial wellbeing and providing peace of mind is what we do. We’ll help you navigate through it with compassion and problem-solving strategies that’ll keep you from falling behind or taking a wrong turn.
Life Gets Complicated. We’ll supply smart counsel when the road gets bumpy.
Stories from the Road
Every person who walks through our door is looking forward. See how our hearts-and-minds approach to financial planning and investing gets them moving in the right direction.
Meet Camilla and George
Goal: Saving and Planning with two special needs children
Careers: Human Services
Camilla and George are a couple in their early thirties with two young children with special needs. Doting parents who both work in human services, they were challenged with providing the extra time and attention their kids needed from them while still earning a living and saving for the things they knew their family would need in the future…
Meet Peter
Goal: Early Retirement
Careers: Business Executive
Peter came to us wanting to retire early. He was happy enough in his career, but he knew in ten years, he would be ready to spend his days hiking and taking nature photographs.
Peter was organized and already had some good savings in place. Although his wife planned to work at least twenty more years, he wasn’t sure it would be enough to keep them in the same lifestyle they had when they were both working…
Meet Sasha
Goal: Pay for college tuition for her three boys
Careers: ER Doctor
Sasha is the mother of three boys who came to us many years ago when her kids were little looking to see if it was possible for her to pay for their college tuitions in full. She was an ER doctor and her husband was a college professor.
Latest Blog Posts
Fall Checkup for Your Retirement Plan
The third quarter is fast approaching. Schools will be back in session soon. The trees (can you believe it?) are
Finances During a Pandemic
It has now been a year since we first learned of a virus that appeared in China many thousands of
A Message About Current Events
We want you to know that we’re doing everything that we can to best serve our clients while keeping our employees and community safe and healthy during the ongoing COVID-19 pandemic.
