We ask difficult questions and make recommendations that are direct and honest, whether they are ones you hope to hear or ones that challenge your inclinations.
Financial decisions reflect not only material goals but also values, and we encourage you to stay true to your values as you make your decisions.
We provide you with tools to ask constructive questions, make informed decisions, and work with financial professionals in an educated way.
We encourage you to determine the scope of our relationship.
Referrals to Other Professionals
Consistent with our approach and by design, our role is limited to providing objective, candid, and thoughtful financial planning advice. If you would benefit from the ongoing assistance of a professional investment manager, insurance advisor, accountant, or other financial professional, we can help you find and select one that best meets your needs.