Our Mission

Our mission is to help free you from anxiety about money to live a meaningful, intentional life

Living Your Life So Money Works For You

Our mission is to help free you from anxiety about money to live a meaningful, intentional life. We accomplish this by:

  1. Preparing you to live well in a variety of financial scenarios.
  2. Striving to achieve high risk-adjusted, after-tax returns, within the framework of your unique guidelines.
  3. On-going assessment of progress toward your goals and commitment to helping you use money as a tool for making informed choices that are consistent with your values.

Some of life’s greatest joys and disappointments stem from decisions about money. We want you to be prepared for various scenarios and to know that someone is caring for your financial well-being.