Our Philosophy

The value we bring to our clients falls into four broad categories:

1. Helping people define what they want out of their lives, and how their financial situation can be adjusted so that they lead a happier, more prosperous, more fulfilling life.

• Financial planning started with a simple but important proposition, “Let’s make sure that when you retire, you will be financially self-sufficient.” This has evolved into focusing on what our clients want today, tomorrow and all the years ahead. The financial planning engagement has become open-ended, creative and virtually infinite.

2. Acting as a buffer between our client’s emotions and their investment behavior.

• Regardless of market conditions, we get paid to look at our client’s financial picture with professional wariness and emotional objectivity. Leaning on our experience can make the difference between panicking in a down market or speculating in the next frenzy.

3. Serving as an information filter in today’s Internet age.

• Our goal is to let our clients relax and stop trying to grab at the flood of information available to them today. By screening what’s relevant to their personal situation, we can provide them with a steady flow of news, information and education.

4. Organizing and prioritizing.

• Most successful professionals and business owners simply don’t have the time, desire or expertise to adequately address all of the critical financial issues facing them today. We fill that role by clarifying where you are today, where you want to be in the future and how best to get there.