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 Welcome

How Can We Help?

Life has become more complex and it is difficult to be an expert in every aspect of your financial life.  Simply keeping track of it all can be overwhelming and time consuming.  Would you like to feel confident that you have done everything you can to grow, protect, and transition your wealth?  We can help, and this is why we have worked so hard to create a unique process called the Coordinated Financial Overview™ or CFO Process.  

Comprehensive Proactive 

Fiduciary Financial Planners 




Creating Something different

Since our inception in 2002, our team of highly educated and credentialed professionals have worked hard to distinguish our firm.   As a team, we have perfected the client experience we now call our CFO Process™ (Coordinated Financial Overview™).  This process is designed to educate and empower you to feel comfortable spending, saving, giving, and living the life you want to live. After all isn’t that what a wealth manager is for?

Watch the video to learn how our unique financial planning process can add clarity, confidence, and comfort for you and your family.

                                                                                                                               



      

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What can I expect?

For the initial meeting, you do not need to bring anything and there are no expectations.  Think of it as a blind date at Starbucks. The initial visit is simply to learn more about each other and see if there is a good fit for a potential long term relationship.    

If we feel there is a good fit, the next step is to learn more about you, your family, your experiences with money, and your goals.  We will create a plan, a timeline, and a checklist to ensure that we are both doing all we can to reach your goals.  Once your plan is in place we will meet regularly to ensure you are on track, to run what-if scenarios, and to make adjustments as life changes.  

We Make It Easy: Lets Talk

hear from our clients

Business Owners, Attorneys, CPAs, Medical & Dental Community, University Faculty, Wealthy Families, & Retirees from many local companies such as IU Health, Indiana University, Hoosier Energy, Crane, Lilly, & Cummins to name a few.

Schedule Introductory Call


Introducing Your Personal Financial Website The CFO Center


The CFO Center gives both you and your Financial Advisor everything we need to create, monitor, and optimize your financial life.

Your CFO Center, will help save time and feel confident. In a glance you can see:

Your Goals
Net Worth
Investments
Your 401(k)
Invest Returns
Savings
Insurance


Cash Flow
Budget
Transactions
Spending  
Income
Alerts
Balances

I am ready to schedule an initial call

MEET YOUR TEAM

CLICK HERE FOR INDIVIDUAL PHOTOS AND BIOS

WE FOCUS ON EDUCATION NOT SALES - BELOW ARE OUR TEAM'S CREDENTIALS

CFP®     CPWA®    CIMA®    CPFA®     CRPS®     C(K)P®     CAP®     AFC®    AIF®     RMA®     FPQP®     MBA     EA     PHD


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