New Life Stages

When you are entering a new life stage, we help address the unique financial needs you face.

Life Transition Guidance

We help our clients:

Get Organized. Life changes can be overwhelming. We help you identify all the necessary steps and sort through the details so you have a clear path forward.
Make Changes at Your Pace. Our caring advisors meet you where you are and move at your pace. We will help you stay on track where needed, but also give you time to process the change.
Achieve Peace of Mind. We collaborate with you to create a thorough financial plan that considers what is most important to you in this new chapter.

Case Study

Meet Susan

The Client

Susan had recently experienced the loss of her husband. She thought their finances were fairly well organized and had taken steps toward preparing during her husband’s illness.

The Challenge

Susan’s husband had been self-employed and the couple had business assets in addition to multiple investment accounts and real estate properties.

The Needs

Susan felt overwhelmed by all the financial questions coming her way while she was grieving. She wanted to spend her time supporting her children and honoring her husband, but she knew some important decisions needed to be made, and some were time sensitive.

The Solution

How We Helped

Having worked with many widows, we served as a compassionate and knowledgeable partner to help Susan gain control of the details and feel confident that she was making smart financial decisions.

Summarize your finances. We identify all financial assets and create a clear balance sheet.
Create a prioritized checklist of necessary decisions and tasks.
Create a spending plan for this transition period, understanding changes may be needed.
Decide whether to hold on to or keep various assets, like her home.
Coordinate with her attorney and CPA to understand how to navigate next steps for her late husband’s business interests.

We are Here to Help You

Understand Your New Financial Situation

Help Identify Next Steps, Goals, and Tradeoffs

Gain Confidence in Your Finances

We Help Lift the Financial Burden Off Your Shoulders

We understand that focusing on your financial health is challenging when you are pulled in many different directions.

Experience

We have provided detailed financial planning and investment management for over 10 years to help successful families take the lead in their finances.

Trust

Our RIA manages over $1B of assets. We partner with our clients for the long term.

Fiduciary

As fiduciaries, we are held to a higher standard and always put our clients' best interest first.

Our Services

Financial Planning
Cash Flow and Budgeting
Estate Plan Design

Investment Management
Risk Management
Sudden Wealth Support (Divorce & Inheritance)

Business Exit Planning
Tax Minimization Strategies
Stock Option and Restricted Stock Planning

Our Process

1.

Schedule a Call

Let's chat to see if we might be the right fit for you.

2.

Share Your Goals

Meet to identify your objectives to confirm we'll work well together.

3.

Build a Plan

Partner with your dedicated advisor to design your personalized financial strategy.

Are We the Firm for You?

Finding the Right Advisor
Is Important.

We may be a good fit if:

You want a clear financial plan and investment strategy to reach your goals
Getting and keeping your entire financial house in order is a priority
You value having an ongoing relationship with a trusted partner

Take the First Step

We are committed to helping our clients with all of life's transitions. If you’d like to learn more about how we work with our clients, schedule a complimentary 30-minute introductory call with one of our Advisors.

Schedule a Meeting

Memberships & Associations