Identifying ways to grow your net worth

Are you a veterinarian or dentist? Do you ever ask yourself if you are receiving unbiased financial advice? Do you know if you are on-track to achieve the lifestyle you want? You’re not alone, and we’re here to help.

Services

Financial Planning Tailored to Your Life

  • Synchronizing Professional and Personal
  • Enhancing Debt Repayment
  • Cash Flows
  • Net Worth Review

Investment Management

  • Defined
  • Process Driven
  • Academic Research
  • Evidence-Based
  • Risk Controls
  • Stress-Testing

Business Retirement Planning

  • Identifying appropriate design
  • SIMPLE, SEP, 401k, Profit Sharing, Cash Balance
  • Increase Savings
  • Cost Effective

Consolidated Financial View

  • Connecting your Financial Life
  • Investments
  • Insurance
  • Budgeting

Tax Sensitive

  • Account Optimization
  • Tax Loss Harvesting
  • Saving Strategies

Transparent Advice

  • Fee-Only
  • CERTIFIED FINANCIAL PLANNER™
  • Your Best Interests

Flexible Meetings

  • Early/Late
  • Virtual
  • In-Person
  • Built for real life

How does your financial outlook impact your ability to build and maintain wealth?

Things we can control

  • Behavior
  • Career Choices
  • Savings Rate
  • Risks Taken
  • Costs
  • Asset Allocation

Things we cannot control

  • Investment Returns
  • Geopolitical events
  • The Economy
  • Tax Rates
  • Interest Rates

Our Process

“He who fails to plan is planning to fail.” – Winston Churchill

Get to Know
Each Other

This meeting allows for us to learn about you and what makes you uniquely you. While letting you get to know us, and how we operate.

Get
Organized

The design of this meeting is to compile and review all areas of your financial life.Discussing your views on various areas of your life.

Plan
Collaboration

A complete and interactive walkthrough of the financial plan and possibilities based on your feedback. Determining how investing fits into your plan.

Implementation

This meeting is to finalize all aspect of our relationship. Outline key action items moving forward.

Start The Conversation

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