Our G.I.V.E Process
We peaked your interested but you'd like to learn a bit more...
Schedule a no obligation 30-60 minute call to determine if we would work well together.
You will receive actionable steps on how to improve your finances and your impact.
Everyone deserves a fair shot in life.
Because of this, we offer everyone a no obligation 30 minute phone consultation.
However, we provide you the greatest value when we focus on more complex situations for clients who are approaching retirement with over $250,000 of investable assets.
et to know you
More than just your finances, we also get to know what drives you, your stressors and your dreams. This is done in a no obligation 30 minute call.
We take the time to deeply ponder your unique situation before we provide you with a fully custom plan.
We believe that aligning your finances with your values gives dramatically better results and you are more likely to achieve your goals.
We have no proprietary products, we give evidence based recommendations and we tailor our approach to how you learn best.
Still have questions? These are the most common...
How do you get paid?
We charge fees based on the amount of assets you hold with us. Check out our Process and Pricing Page for further details. Fees are pulled from accounts on a quarterly basis. When fees are pulled, we send you an Impact Update showing you the impact you've made by choosing to work with us.
We also hold our insurance license and can receive a commission from life, disability or long term care insurance. However this is a very small part of our business and offered to service our clients better.
How are you different from other planners?
1) Everything we do revolves around benefiting you and others. This means listening, then explaining our recommendations in your terms explaining the impact to you.
2) We realize that your finances are not just about money. We don't talk over your head and instead tend to focus on the emotional and behavioral aspects of money.
3) Because we're more than just financial planners, we're leaders of a movement.
Why should I consider hiring you?
If you're looking for a planner who will trade stocks to "beat the market", that's not us.
We focus on what you can control like lowering your tax bill, investing with impact and creating a predictable retirement income stream, you're in the right place.
We pride ourselves in going the extra mile. Even if that means calling local mechanics to find you the best deal and save you money (true story).