Your Digital Legacy
An estate plan is fundamental to so many aspects of financial planning and family considerations.
The Intersection
In our client experiences, we often see that true financial happiness and success live at the intersection of good planning and gratitude.
2025 in Review and 2026 Ahead
2025 was full of surprises. So what does this mean for 2026? No one has a crystal ball, but diversification and long-term discipline remain key.
Your Life. Your Plan.
Financial planning is SO much more than retirement planning — and one chapter of life shouldn’t dictate all other financial decisions!
Persistence & Planning = Progress Worth Celebrating
One of our greatest joys is seeing clients make progress toward their goals! During this season of gratitude and celebration, we wanted to share a few client stories.
Our Client Experience
We know that when there’s a clear direction and less stress involved with financial decisions, you have more time to spend on the things that are most meaningful to you!
Thinking of an Early Retirement?
Thinking of an early retirement? Here’s what you need to know.
Holiday Gift Giving?
The holiday season is just around the corner! And what a wonderful time for giving!
Investing at Market Highs and Bear Market Concerns
When markets reach new highs, we are sometimes asked about the wisdom of investing at the “top.” If you are a long-term investor, here’s why that shouldn’t be a big concern.
Changing Goals Over Time
While we don’t want to be reactive to market moves we can’t control, we do want to be responsive to the many curve balls life can throw. Developing clarity and confidence from the process is what we do best!
Lessons From My Time at the Center for High Impact Philanthropy
What is high impact philanthropy? As I have been reflecting on what I’ve learned, I wanted to share a few concepts that I think will expand your thinking about philanthropy.
Are You Part of the Sandwich Generation?
On one hand, they’re taking care of their children, on the other, they’re providing care for their aging parents - which can mean time, emotional support, and/or financial help. Here are just a few tips to help.
Do I Have Enough?
As financial planners, one of the most asked questions we hear is, “Do I have enough?” The response is always, “That depends!”
Impact Investing: Aligning Your Investments with Your Values
Fortunately, the growing number of investment options makes it easier to align our investments with our personal values.
The Great Unknown: Healthcare Costs
Even though we should not lose sleep worrying about something we cannot control, it is wise to prepare for what we can do with what we know and with what we have.
Our Process
You should feel confident that with clear direction, you can achieve your financial goals. Yes, it will require time, determination, and discipline, but it’s possible!
Stay Focused During Market Volatility
None of us know what the future will hold, but we do know that the path to long-term success in the market is comprised of a few key principles.
Investing is Only Part of the Plan
We believe investment management is a core tool to achieve long-term financial goals, and know that the work doesn’t stop there.
Avoidance to Action: Finding Financial Balance
When we take the time to have meaningful conversations and develop a plan to address our biggest dreams and worst fears, we gain freedom. We gain the opportunity to have peace AND profit.
Do You Know Your Net Worth
Your net worth is not your net income. It’s not about what you make. It’s about what you keep.