Individuals & Families

We help our clients prepare thoughtfully, invest wisely and give generously.

Money can cause significant anxiety and stress for individuals and families, no matter their level of wealth.  We help clients responsibly steward all aspects of their finances so they can worry less and be free to live more flourishing lives.

  • Spending

  • Saving

  • Giving

  • Transition

  • Protection

PLAN

  • Stocks

  • Bonds

  • ETFs

  • Mutual Funds

  • Asset Managers

INVEST

ORGANIZE

  • Gather

  • File

  • Update

  • Share

As a fee-only firm, we are not paid for selling investment products.  We do not accept commissions, referral fees or other third party fees.  We are designed to provide advice based on our highest priority of always putting our client's interests first.