Our Services

Our comprehensive financial planning services combines financial planning and portfolio management services.  

This is a long-term approach - financial planning is dynamic, ever changing. 

We get to know you, we listen to what you say, your aspirations not just what is on paper and will develop a financial plan tailored for you that will assist you in reaching the financial goals that you have for yourself and your family.  Your plan will include the incorporation of your current financial circumstances, investment behaviors, goals and objectives, and income tax considerations. 

Then as life happens and your financial needs mature, your wants and needs change we continue the evolution of your financial plan for your financial success. 

You can expect to discuss and review developed reports for: 

Divorce Planning & CONSULTATION services

We offer specialized planning and consultations to those who are contemplating or going through the process of divorce.
We assist with pre-divorce:

You can expect to discuss and review developed reports where appropriate for:

We can assist with post-divorce financial plan implementation through our Comprehensive Financial Planning Services.

Portfolio Management

Included with our Comprehensive Financial Planning Services we provide discretionary portfolio management services to meet the investment goals and objectives that fuel our financial planning.  

We incorporate personalized asset allocations and portfolio construction utilizing cost efficient mutual funds many of which are from the Dimensional Funds family as well as exchange traded funds where appropriate.  

For established portfolios we will modify our investment strategy to accommodate certain holdings like low basis holdings that we can work around, company stock holding requirements, equity incentive options, legacy holdings, and inheritances.  It’s all about developing the portfolio strategically with thoughtful consideration of capital gain realization and opportune asset placement.  

PORTFOLIO MANAGEMENT - ONLY 

There are some families who are in a place in their lives where the need for Comprehensive Financial Planning isn’t needed any longer – you’re in your retirement years, the family is set, your estate plan is in place and all you need is a fiduciary watching over your investments and ensuring your cash flow needs from your portfolio are received timely.  For those scenarios we provide standalone discretionary portfolio management services that will provide that peace of mind.