Stress Less, Enjoy More
In our over 45 years of combined experience, we've sought to guide hundreds of households to a more independent future. We understand how overwhelming finances can be, which is why we made our process as simple as possible. Our clear financial planning framework puts your goals and aspirations at the forefront.
1. REQUEST A MEETING
2. We'll ask you some questions to make sure we're a good fit.
3. We gather tax returns, investment account statements, bank statements, and more.
4. We build a financial plan with actionable steps to guide you to your goals.
Using valued, long-term investment strategies, we can help you pursue the goals most important to you.
Using our WeathVision Tool, we can get a better understanding of money coming in versus money going out.
Review outstanding debt and create a strategy to get out of unneccessary debt and free up cash flow.
Ensure adequate coverage for health, homeowners, auto, liability, life, disability, and long-term care.
Identify target retirement age and create an investment strategy to get you there. Take appropriate risk in seeking to maximize probability of success.
Seek to maximize tax efficiency over lifetime. Taking advantage of write-offs and tax credits so you can keep more of your money.
Create a tax-efficient college savings strategy. Identify target colleges after finding available aid and scholarships.
Review any wills, healthcare power of attorneys, and trusts. Strategize for tax efficiency and avoidance of probate.
Harry, Nick, and Donovan take an intergenerational team approach to financial planning. Combined, the team has over 45 years of experience in the financial services industry. Both Harry and Nick hold CFP® designations. Using their holistic perspectives, the team provides clients with an in-depth planning experience.