VISION: Independent guidance to your goals.

MISSION: Our team helps our clients through a four-point process designed to provide clarity and direction in navigating your financial journey.

VALUES: We base our relationship on four fundamental values:

  • Communication – Open, Honest and Often
  • Competence – Professional and Unbiased
  • Collaboration – You, Others and Us
  • Community – Family, Friends and Causes


We use a financial compass to organize our clients and guide our advice:

  • North – The starting point is an inventory of what you own vs what you owe.
  • East – As the sun rises, we map how you could reach your destination.
  • South – We explore protection for your plan when things go “south”.
  • West – We help plan for a smooth transition when the sun sets.