What’s Most Important in Your Life?

Aligning your wealth with your values starts with this question.

We seek to understand what brings you energy and life: the people, activities, and causes.

This information can’t be found in your portfolio, and it’s not always easy to put into words.

Our 3-Step Approach

Step 1 - We Get to Know You

We will have a series of meetings to clarify what matters most to you. Then, we’ll work on projections and strategies.

Step 2 - Demystify Your Finances with Coordinated Retirement Strategies

Gain clarity on: Tax Strategies, Estate Planning, Investment Allocation, Health Insurance, Social Security Benefits, Identity Theft Prevention, and more.

Step 3 - The Simplified Financial Plan

We bring all those retirement strategies and elements together into one simple, easily understandable financial plan. Then we guide you in thoroughly implementing each step.

The cohesive plan for your life and future

Family Office Lite ^TM

Taxes. Investments. Estate planning. Health insurance. Each impacts the others, and each is complex.

Yet, most professionals in these fields do not offer a cohesive plan for your life. They operate in silos, adding to the headache of financial planning.

Our Family Office Lite™ plan was built to simplify all that complexity, giving you a comprehensive, coordinated financial plan for your life and future.

For qualifying clients, we pay local professionals to deliver critical counsel that adds key elements to your overall plan.

Get Started

Meet your team