Broker Check

What We Do

Our Services

We approach financial planning from the perspective of a mapmaker. We don’t lead with products that might help you, we begin with our core values:

  1. Honesty
  2. Integrity
  3. Responsibility

These core values are our compass and guide us as together we create a roadmap for your financial life and the achievement of your goals and dreams.

We build a roadmap based on five distinct areas of your life.

  • Risk Management

We begin by making sure that you are protected against life events by ensuring that you have the appropriate insurance coverage in different areas of your life.

  • Emergency Reserves

We then move forward by creating a liquid reserve fund with three to six months of your monthly household expenses set aside should the unexpected take place.

  • Goal Funding

Now we start to look at your goals and dreams and create plans and savings to fund things like retirement, college, buying a first home, starting a business, buying a second home, or traveling.

  • Legacy

Further down the path we look at the things that you are passionate about in your life and how you might create a lasting impact for both your family and your passions through charitable giving and a will.

  • Estate

We reach our final destination on your customized roadmap by making sure your estate is protected and your intentions are honored through a living will and power of attorney.

Have a Question?

Thank you!