Fee-Only Financial Planning Services

Especially when major life transitions are involved, hard decisions become a little easier if you know why and how you’re making them. For that, we’ve developed a collaborative five-step planning process.

Explore: Holding upfront “getting to know one another” conversation.

Engage: Collecting financial data and connecting it to your personal circumstances, values, and goals.

Envision: Visualizing and clarifying your ideal future.

Enlighten: Shoring up your investments and considering “What If?” scenarios.

Empower: Tying it all together.

Once your upfront financial planning process is complete, we embark together into your ongoing wealth management.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" phone meeting to hear your story and to see if our services are right for you.

Let's Chat