Financial Planning
We offer comprehensive financial planning encompassing not only your financial plans but your life plans as well.
What do you really want your money to do for you? We believe in a lifestyle-based approach to financial planning that works to identify your life goals and aspirations and then create a financial plan to help achieve them. This includes helping those in their peak career years, approaching and in retirement, as well as small business owners to align their financial assets with their long-term aspirations.
Create Your Value Profile
We work closely with you to create your Value Profile. Your Value Profile helps determine what path your investments should follow based on your top core values. We have created a Value Card Exercise to narrow down your top values. Based on a Harvard University program where students were asked to state their values in hopes of clarifying and therefore materializing their key values, our Value Card Exercise does much the same. We use this exercise to categorize your values into a Value Profile, which, in turn, allows us to see your true heart’s direction and create an investment program to serve your heart. ❤
Request Value Cards