Planning and Investing

Planning Starts with Communication

Communication is the foundation of all relationships and the advisor/client relationship is no exception. Our listening session with new prospective clients provide you with the opportunity to share with us your history, values, goals and pain points. We want to know your money story, the people and causes that mean the most to you, and what you see yourself doing five, ten, fifteen years form now. Our no-fee discovery consultations give you the opportunity to determine whether our culture is a good fit for your goals and values. 

Our clients benefit from consistent communication from us throughout the year. We pride ourselves on educating you about short term volatility and long-term investment opportunities. Our planning process and asset allocation decisions are uniquely tailored to your goals and values. Our dynamic planning approach keeps up with things that may change in your life and we help our clients identify new obstacles or opportunities and guide them toward effective decisions. 

We share many resources with clients monthly and quarterly. We write financial planning articles on a monthly basis and often share others' articles we come across on Facebook, Twitter and LinkedIn. Our monthly and quarterly emails provide insight and education on current and relevant planning topics that can help you plan for your future. 

Our Commitment

  • Ongoing Review and Annual/Semi-Annual Meetings

  • Personal Investor Education

  • Goals Based Planning and Focused Adjustment

  • Consistent Multi-Channel Communication

  • Dedication to Long-Term Relationships

  • Collaboration with Other Professional Advisors

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

Our Investing Philosophy is Backed by Nobel Prize Winning Research

A foundation of long-term investing as a fiduciary is to follow an ethos that is based in financial science and not relying on the "crystal ball" approach to portfolio management and asset allocation. The philosophy of evidence-based investing was established by Nobel Laureates Eugene Fama and Kenneth French and holds that, in short, Markets work.

"Letting markets do what they do best—drive information into prices—frees us to spend time where we believe we have an advantage, namely in how we interpret the research, how we design and manage portfolios, and how we service our clients. It means we take a less subjective, more systematic approach to investing—an approach we can implement consistently and investors can understand and stick with, even in challenging market environments."1

Sound investing strategies come with a long-term vision of what your assets will do when invested responsibly over time. We pride ourselves on acting as a coach to our clients, sheltering their decisions from the hype of day-to-day investment and financial news and educating them on what we are doing and how it is directly affecting their hard-earned investments. 

An Investment Foundation Built on Great Ideals

Investing Tenets

  • long-term vision

  • academic research

  • effective asset positioning

  • meaningful tax management

  • Trust in Markets

  • Act don't react


1. https://us.dimensional.com/