facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

 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. 

Financial Advice Is More Than Just Investment Advice

Fee-Only Fiduciary Advisors


Are We really different?

Since our inception in 2002, our team of highly educated and credentialed professionals have worked hard to distinguish our firm. We are proud to say that we are a NAPFA (National Association of Personal Financial Advisors) affiliated fee-only wealth management 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?  

LEARN MORE ABOUT THE CFO PROCESS™


What should 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.  We do not like to make that decision in the first meeting.  

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.  

changing the definition of financial advice

Introducing Your Personal Financial Website




Life in a Box

 








00:0000:0000:00
00:00








In your CFO Center Dashboard, you’ll see:


  • Goal Tracker 
  • Net Worth 
  • Investment Accounts 
  • Company 401(k) 
  • Investment Returns 
  • College Savings 
  • Life Insurance
  • Cash Flow 
  • Personal Budget 
  • Account Transactions 
  • Spending by Category 
  • Income Reports 
  • Custom Alerts 
  • Portfolio Balances


The CFO Center gives both you and your Financial Advisor everything you need to create, monitor, and optimize your financial life.  If you would like to test drive the CFO Center for free, let us know!

Learn About Our Services For: