Our step-by-step planning process aligns with your goals, values, and lifestyle — helping you move forward with purpose.
Plan Smarter. Live Freer. Retire Confidently.
Dive into Financial Freedom: A Life-Changing Experience
I’ll never forget the day my father introduced me to scuba diving. My brother and I peered over the edge of the boat, paralyzed by fear of the dangers below. But as I took a deep breath and plunged into the water, that fear transformed into exhilaration, expanding my world. Decades later, with more at stake, I find myself more cautious. That day ignited a passion that shaped my philosophy on finances.
For many, the investment world feels as daunting as shark-infested waters. That’s where we come in. Our commitment is to empower you in your financial journey, no matter where you are.
The Stakes Are High. Retirement is expensive, and financial mistakes can be costly—especially for those who depend on you for food, housing, medical care, or tuition.
Our Process is Simple. We take into account your current income, savings, debt, and future goals—whether they’re 5, 10, 20, or even 50 years away. Together, we’ll create a roadmap of practical steps to turn your dreams into reality.
Tailored Solutions:
We offer three service levels and various stand-alone add-ons, so you won’t be stuck with a “one size fits all” approach or worry about hourly billing. Most clients start with one of our financial planning packages. During your initial consultation, we’ll determine the best option for your desired outcome.
Flexible Investment Management:
While our Financial Planning services don’t include investment management, we can help you create your financial plan, even if you choose to manage your investments independently.
If you’d like us to manage your investments as a Fiduciary, our fees start at 1.1% of the assets we manage and can be reduced based on your investment amount. Regardless of how we move forward, you’ll leave with a tailored plan to propel you toward your financial goals.
Choose Your Financial Planning Path
Detailed service breakdown to match your current complexity and future goals.
Perfect for those new to financial planning or feeling stuck.
Gain connection, confidence, and a starting plan.
- ✓ Planning Scope: Foundational plan with a personalized strategy session.
- ✓ Investment Review: Basic plan with risk tolerance and allocation.
- ✓ Insurance Review: Basic coverage (Life, Health, Disability).
- ✓ Tax Support: General recommendations.
- ✓ Meeting Cadence: Once a year.
Ideal for mid-career professionals and dual-income families.
Get organized with coordinated planning and investments.
- ✓ Planning Scope: Advanced planning with life scenario projections.
- ✓ Investment Review: Detailed plan with performance reviews.
- ✓ Insurance Review: Complete risk coverage (Property & Casualty).
- ✓ Tax Support: Coordination with CPA and law updates.
- ✓ Meeting Cadence: Twice a year.
Designed for business owners and high-income earners.
Comprehensive financial design with tax and estate planning.
- ✓ Planning Scope: In-depth analysis, estate and legacy planning.
- ✓ Investment Review: Regular reviews with custom briefings.
- ✓ Insurance Review: Business coverage and long-term care included.
- ✓ Tax Support: Tax preparation and mid-year planning.
- ✓ Meeting Cadence: Quarterly briefings.
Ready to Dive into Your Financial Future?
Don't navigate shark-infested waters alone. Whether you're just getting your feet wet or looking for a deep-sea legacy plan, we are here to guide your journey.
Professional Guidance • Fiduciary Commitment • No Pressure
