Our Approach

When we entered the financial planning business, it was the accumulation, preservation, and distribution of wealth that motivated us. We still enjoy this aspect of financial planning, but have since learned the value of the journey with our clients and their families. We know it is our skill and knowledge that brings us together, but our desire is to deploy those skills through the context of relationship.

Our independence affords us the ability to take a highly personalized approach. We enjoy participating in life events with our clients and often those relationships extend three and sometimes four generations.

Our approach is planning oriented. We have the ability to dive deep into a single issue and provide solutions, but we always do this within the context of how this may affect other aspects of your financial, estate, or tax planning.  We often will engage your other advisors in the process.

We look for ways to help the people we work with give back through gifts of their time, talent, and resources.

We have the knowledge, team, and tools to implement complex charitable giving strategies.  We enjoy helping your family understand what causes are most important to you and helping you find ways to engage at a deeper level. This looks different for every one of us but if you choose to work with our team you will soon find that we have a desire to help you grow in your capacity to give.

We offer several compensation options including a flat fee for service, hourly fee, asset based fee, commission only options, or a combination based on what works best for you.