Your WealthPlan comes alive through our proprietary, Smart Money™ method.
Discover
First, We Talk
Our journey together begins with a simple chat. We'll meet up and kick things off by asking important questions. Through our special discovery tools, we'll get to know what drives you and uncover any beliefs that might be holding you back. Our unique Smart Money™ method ensures that your financial goals are both achievable and in line with what you truly care about.
We tailor your WealthPlan to match what's important to you, whether that's investing in a way that's good for the planet or setting up your finances so working becomes a choice, not a necessity. By understanding what's most important to you, we're able to give you better advice, guiding you through both the good times and the tough, as well as the ever-changing financial markets.
Design
It's More Thank Just Picking Investments
We understand that managing your wealth is about more than just choosing the right investments. Together, we'll look for smart, cost-effective ways to build your WealthPlan.
To help grow your wealth, we're always on the lookout for new and creative solutions from the market. Being independent gives us access to top-tier money managers that aren't typically available to individual investors.
As your trusted fiduciaries, your best interests are our top priority. The financial plan we create for you, using our exclusive Smart Money™ method, directs the strategies and solutions we recommend, ensuring they're tailored just for you.
Deploy
Keep Your Eyes on Your WealthPlan
We're active when it comes to managing your finances. We don't try to predict market movements, but we also don't just make a plan and forget about it. Every year, we'll review your plan to make sure it's keeping pace with any changes in your life.
We also provide coaching to help you make the best decisions. It's important to remember that the choices you make have the biggest effect on your success, both in life and in your investments.
With our Smart Money™ method, we dedicate time to ensure your financial plan reflects what's truly important to you.