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 ASK YOURSELF

AM I OK?

Can I live the life I want?

In these uncertain times it can be hard to know the answer. The world has changed, and the old methods of wealth management no longer work.  To help you know and feel that you are taking the right steps in every aspect of your financial life, we have created 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 end up both feel that there is a good fit, we will not pretend to know everything about you, your life, your family, your experiences with money, or what your goals are right off the bat.  This takes time and is a process.  We will take the time to understand how to help you live the life you want live by coordinating your financial life so you know everything is in order and constantly being monitored.

The Future Of Personal Finance Is Here

Introducing YOUR Personal Financial Website




Life in a Box


 








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In your CFO Center Dashboard, you’ll see your:


  • 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: