Our Process

Working With a Financial Advisor Should be Easy, Fun and Incredibly Empowering.

If you’re anything like the clients we work with, you aren’t just looking for a wealth manager. You are looking for a financial partnership so you can accomplish real and tangible goals for your life and your future.

The thing is, you don’t want to be someone’s test kitchen either. The good news is that we have decades of experience navigating our clients through various life events and market cycles alike. Your trust is our privilege. There is nothing we take more seriously than your financial well-being. It is for this reason that your success is so integral to the fabric of our business.

We help you thrive by a process that is simple, yet highly effective.

 
  1. We’re doing more to align our business with your values and help you fulfill your personal missions and visions in life.
  2. We envision and demand a financial experience that is better than what you’ve been offered in the past.
  3. We see a world where people are honoring and acting in alignment with the principle that the quality of Life is directly related to the well-being, health and happiness of our intimate communities.
  4. We see people offering and seeking wisdom and education that empowers them to envision and design their lives in loving, supportive and safe communities.

We help you thrive by a process that is simple, yet highly effective.

 
  1. We’re doing more to align our business with your values and help you fulfill your personal missions and visions in life.
  2. We envision and demand a financial experience that is better than what you’ve been offered in the past.
  3. We see a world where people are honoring and acting in alignment with the principle that the quality of Life is directly related to the well-being, health and happiness of our intimate communities.
  4. We see people offering and seeking wisdom and education that empowers them to envision and design their lives in loving, supportive and safe communities.

Get started with a simple questionnaire.

Need to talk? Just call us.

What You Can Expect

Our relationship with you is one of trust, honor, and mutual respect. We want all clients to experience a life that is better as a result of working with us. After all, your success is our success. We are in this together.

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Comprehensive fiduciary financial advice.

Guidance that is empowering, consultative, conflict-free, customized, timely, understandable, actionable and wisdom-based.
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A world class investment experience.

A personalized portfolio, implemented for you, that is low cost, high-performing, well-diversified, evidence-based and appropriate for any market cycle.
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Tax minimization strategies.

Continuous review of your entire financial picture and recommendations to reduce your tax bill whenever and wherever possible. While we don’t prepare your tax return, we firmly believe your tax bill should be minimized within the limits of current tax law.
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Leave a legacy.

You have worked, saved, and learned invaluable lessons in your time on the planet, and proper estate and legacy planning makes it possible for you to pass both resources and lessons on to your heirs and your community.

Give Yourself the Freedom of Choice and Open the Door to New and Exciting Possibilities with Your Money.