Our Philosophy

Our philosophy is simple. We provide advice with the heart of a teacher to help clients clearly align their desires with financial possibility.

“Find your position.” Our financial planning strategy is to help clients answer these questions: If I keep doing what I am doing now, where will I end up? Will I be able to maintain my desired lifestyle in retirement?

“Plot your course.” Once we understand your current retirement savings strategy, the tools are available to help you with a “course correction” that will hopefully allow you to achieve your financial goals. It is important to plan your trip from start to finish. Ensuring you have the right provisions for the trip home are as important as the tools you bring along on the journey.