We Lighten Your Burden so You Can Focus on Your PurposeSM

Whether you are a large nonprofit with a multibillion dollar endowment, or a dentist pregnant with your first child and purchasing a practice, you have and feel a tension between what you want and need today and what you will want and will need in the future...

How We Work

Addressing this tension is the work of a financial planner: to help you make good decisions that allow you to thrive now, and also have a safe and prosperous future. We all know that we have that tension and addressing it is not an investment decision per se.  It is a series of decisions and behavior changes and Ah-Ha's and awarenesses. This is the core of our work together. 

We will:

  • Be committed to your success
  • Be your fiduciary, acting in your best interest first and foremost
  • Be transparent and clear
  • Educate as you request
  • Be consultative… present the underlying issues
  • Frame and narrow your choices
  • Make it convenient and clear the path
  • Keep you from being your own worst enemy

We offer the tools, expertise, and counsel to lighten the burden on your shoulders, so you can focus on your Purpose.

For Individuals
For Businesses
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