Living Richly Means Something Different for Each Person
Money is Only Fuel for Living the Life You Want
Wealth is relative. Success is defined internally and individually. Our service offerings are designed to strip the stress from money and the future so you can focus on enjoying life and doing what you love. We listen rigorously, care authentically, and act with wisdom. We provide tailored financial guidance and investment management designed to help you live richly.
Our Services Include:
Financial Life Management
Our comprehensive service that includes both holistic financial planning and tailored investment management.
Financial Life Management
Our comprehensive service that includes both holistic financial planning and tailored investment management.
FinLife is a proven way to help ensure your money serves you and not the other way around. It is an entire wealth management system designed to help you navigate life’s uncertainties in a way that’s best for you. FinLife will change the way you think about money—one decision at a time.
Is It Right For Me?
You desire clarity and insight into your financial life and how it projects into the future. You want to ensure the light at the end of the tunnel is blue sky and rainbows, not a train. You want concrete answers to questions like:
- Am I going to be okay?
- What can, should, or do we need to do to stay or get on track?
- What if ________?
You want a personal action plan with accountability, coaching, education and support. You value ongoing financial guidance in addition to investment management.
How Does It Work?
Financial Life Management will change the way you think about money—one choice at a time.
1 | Understand What’s Important to You
Gaining clarity about your intentions and commitments is the first step to living the life you want. Our digital discovery process helps you clearly articulate your intentions, goals, preferences, and priorities.
2 | Implement Your Plan
Once we gain a clear understanding of what you want your money to achieve, we create a customized plan that we measure, track, and update as your life changes.
3 | Engage on Your Terms
Goals change. Resources change. Markets change. Making sound financial decisions along the way is fundamental to living a great life. Together with your advisor, you have the power to navigate life’s course corrections with personalized roadmaps and support.
Tailored Investment Management
Investment stewardship personalized for your unique financial situation, goals, investment preferences and priorities, tolerance for risk and volatility.
Tailored Investment Management
Investment stewardship personalized for your unique financial situation, goals, investment preferences and priorities, tolerance for risk and volatility.
You are not cookie cutter; your investments shouldn’t be either.
Is It Right For Me?
- You want to feel confident that your investments are positioned well for the future and congruent with your financial situation, life stage, and state of the world.
- You want professional help while also maintaining control and transparency.
- You desire an advisor who is obligated to put your best interests first (a fiduciary) and not compensated for selling you anything (fee-only).
How Does It Work?
You are unique and your investment strategy should be too.
1 | The foundation of any appropriate investment strategy must be informed by your financial situation. We get to know you and your relationship to money, your assets & liabilities, income, expenses, goals, timeline, and more. This forms the basis of our approach.
2 | We then work together to measure and learn about your tolerance for risk and volatility.
3 | Whether you want protection from major market declines, growth performance, minimizing costs, tax efficiency, or having your investments congruent with your personal values; our approach ensures your investments are aligned with your preferences. Our experts will evaluate those preferences against your current portfolio so we can discuss potential gaps.
These layers are evaluated against the backdrop of the market, economic, and political environment allowing us to architect a customized investment strategy that fits you impeccably.
