Guidance for All Your Financial Needs
Our Services
Planning
We offer something beyond traditional financial planning: a foundation for financial health built for how life actually works. Our comprehensive financial planning begins with understanding where you are today and where you want to go, using honest math to create realistic pathways forward. We help you coordinate multiple financial tools working together as a team, recognizing that sustainable financial health comes from thoughtful coordination rather than depending on any single solution. This approach focuses on building what we call the "Portfolio For Life"—creating multiple income streams and financial resources that adapt to life's changes and let you choose your engagement level at every stage. We work alongside you to design strategies that respond to your unique circumstances and values, not rigid formulas that assume everyone's situation is the same.
Signature | Advanced | Complex
Managing
We manage investment assets using our own “moneyball” approach, which recognizes that most are working with real-world budgets and timeframes. We understand that effective investing looks different for different people, and we focus on strategies that actually work for your unique situation. Time is the greatest variable in financial planning, so we help you make the most of whatever timeline you're working with, whether you're just starting out or closer to your later years. Our approach emphasizes building wealth steadily and sustainably, focusing on progress that fits your life rather than chasing market trends or trying to time perfect opportunities.
Facilitating
As financial advocates, we help you access the right combination of financial tools and resources that work best for your situation. This includes exploring pooled resources like life insurance and annuities alongside traditional investments, ensuring you understand how different financial products can work together effectively. We serve as your guides through the complex landscape of financial options, helping you understand the realities that many people discover too late—like how Social Security taxation works, what Medicare actually covers, and how to prepare for long-term care needs. Our role is to help you build comprehensive financial security using all the tools available, not just the ones that get the most attention.
Teaching
We also teach our Beyond Retirement approach to businesses, congregations, and community organizations because we believe financial wellbeing flourishes in community. We offer education and workshops that explore fresh perspectives on financial planning, emphasizing sustainable approaches that work for real families and real budgets. Whether we're helping a community organization think about economic stability for their community or working with a business to better support their employees' financial health, we're committed to strengthening the connections and resources that help everyone thrive financially. We believe personal finance works best as a team effort, and we're here to help you build the financial support system and community connections that create lasting security and peace of mind.
Our Services
Planning
We offer something beyond traditional financial planning: a foundation for financial health built for how life actually works. Our comprehensive financial planning begins with understanding where you are today and where you want to go, using honest math to create realistic pathways forward. We help you coordinate multiple financial tools working together as a team, recognizing that sustainable financial health comes from thoughtful coordination rather than depending on any single solution. This approach focuses on building what we call the "Portfolio For Life"—creating multiple income streams and financial resources that adapt to life's changes and let you choose your engagement level at every stage. We work alongside you to design strategies that respond to your unique circumstances and values, not rigid formulas that assume everyone's situation is the same.
Managing
We manage investment assets using our own “moneyball” approach, which recognizes that most are working with real-world budgets and timeframes. We understand that effective investing looks different for different people, and we focus on strategies that actually work for your unique situation. Time is the greatest variable in financial planning, so we help you make the most of whatever timeline you're working with, whether you're just starting out or closer to your later years. Our approach emphasizes building wealth steadily and sustainably, focusing on progress that fits your life rather than chasing market trends or trying to time perfect opportunities.
Facilitating
As financial advocates, we help you access the right combination of financial tools and resources that work best for your situation. This includes exploring pooled resources like life insurance and annuities alongside traditional investments, ensuring you understand how different financial products can work together effectively. We serve as your guides through the complex landscape of financial options, helping you understand the realities that many people discover too late—like how Social Security taxation works, what Medicare actually covers, and how to prepare for long-term care needs. Our role is to help you build comprehensive financial security using all the tools available, not just the ones that get the most attention.
Teaching
We also teach our Beyond Retirement approach to businesses, congregations, and community organizations because we believe financial wellbeing flourishes in community. We offer education and workshops that explore fresh perspectives on financial planning, emphasizing sustainable approaches that work for real families and real budgets. Whether we're helping a community organization think about economic stability for their community or working with a business to better support their employees' financial health, we're committed to strengthening the connections and resources that help everyone thrive financially. We believe personal finance works best as a team effort, and we're here to help you build the financial support system and community connections that create lasting security and peace of mind.
Our Guiding Process
Essential Planning
Our Guiding Process
The Circle
Portfolio Overview
Cash Flow Management
Annual Meetings
$3300*
Signature Planning
Essential Planning plus
Tax Strategies
Debt Utilization
Income Planning
Business Development
$5500*
Advanced Planning
Signature Planning plus
Business Solutions and K-1 management
Trust Planning
Legacy and Generational Planning
$8800*