Why We Do What We do

We believe that if you work hard (or work smart) and earn a good living, you have the ability to attain wealth and the right to maintain it.  We believe that it takes some dedication to achieve these results, and that's why we're passionate about helping people in working towards financial independence and keeping it.

We believe that the decisions people make have ripple effects that are magnified by time.  When it comes to financial decisions, that magnifying effect can result in largely different financial outcomes.  Bad decisions tend to magnify negatively, and good decisions tend to magnify positively.  So, we work with people towards making the best financial decisions they can, from beginning to end, and for generations to come.

We believe that your time is valuable and is best spent on the things to which you are dedicated.  Your career, your passion, your family, and more.  We know that there are aspects of life which are important but take time, energy, and focus to maintain.  We also know that when we have trusted people who dedicate themselves to being responsible for those parts of our own lives, a weight is lifted and we are a little more free to pursue our dreams.  We know that for many, the area of financial planning and investments is one of these parts, so we dedicate ourselves to helping carry that weight.

We believe that at some point most people will need the help of other professionals who dedicate themselves to helping people in areas other than personal finance.  Business owners especially have a wide range of regulations and challenges to navigate, and opportunities that can be missed.  And so, we maintain awareness in these other areas and work closely with those professionals who share our level of passion and can help our clients along the way.

If you believe in saving, investing, building and maintaining wealth, and that you might benefit from having someone help you along the way, we may be a fit.