Build Wealth &

Live with Purpose

Align your financial life with what
is most important to you

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Peace of Mind

An Intentional Approach, Our Total Wealth Management Process

Wealth management is a process, not an event. Our Total Wealth Management process is a proactive planning rhythm that keeps your aligned with your values and goals, while proactively employing the best strategies for your specific situation.

Q1 The Alignment Model

We start every year with a meeting focused on what is most important to you. The Alignment Model looks at your values, goals and actions to assure that your plan is working in concert with what is most important to you. We also model out various scenarios to give us a game plan for the year ahead.

Q2 Investment Analysis

During the second quarter of each year, we’ll take a deep dive into all of your investments. We’ll review asset allocation, determine risk exposure, align assets with goals and assess your entire investment picture to assure everything is working as it should.

Q3 Risk Management

No matter how much planning you engage in, life happens. And that’s why our work in the third quarter focuses on risk management. We will stress test your financial picture to see how the ‘what-if’s’ may impact your family and assure that your risks are covered appropriately and efficiently.

Q4 Tax Planning & Generosity

As the year closes, we run a tax projection for you to assess any opportunities to optimize your tax picture and get ahead of any unwanted surprises at tax time. We also cover any outstanding action items for the year and review your giving plan to align your wealth and generosity goals. 

Our Values

Authenticity

We are an accurate and transparent representation of who we are: helpers who desire to see you live your highest, most authentic purpose.

Empathy

By giving generously of our time and attention, we can fully understand and appreciate your unique goals and intentions.

Conscientiousness

If we can pursue our best work with diligence and vigor, we will help our colleagues and clients achieve their goals efficiently.

Optimism

With an encouraging partner as your guide, you’ll accelerate toward your financial goals with energy and purpose.

Getting Started

The Launch Process

The Master’s Minute

Read Our Blog Or Sign Up For Our Webinar

Embracing “Enough”: The Path to Greater Generosity
October 3, 2023 | Lyle E. Hershey
Embracing “Enough”: The Path to Greater Generosity

Clients often approach us with a burning question, "Am I on track to have enough money to retire?" This inquiry surfaces most frequently among our pre-retiree clients, especially when we begin our partnership. The importance of this query is undeniable. Within the initial few...

3rd Quarter Series: 5 Considerations for Protecting Against the Unexpected, Part 5 – The Crucial Role of Liquidity in Your Financial Plan
September 26, 2023 | Jonathan Thompson
3rd Quarter Series: 5 Considerations for Protecting Against the Unexpected, Part 5 – The Crucial Role of Liquidity in Your Financial Plan

  Welcome to the final installment of our third-quarter blog series covering various aspects of risk management. Today, we are exploring a fundamental element of financial planning that has significant implications for your daily life: the value of liquidity. What is Liquidity? To start,...

3rd Quarter Series: 5 Considerations for Protecting Against the Unexpected, Part 4 – Incorporating Generosity Into Your Estate Plan
September 19, 2023 | Lyle E. Hershey
3rd Quarter Series: 5 Considerations for Protecting Against the Unexpected, Part 4 – Incorporating Generosity Into Your Estate Plan

  Many of our clients recognize the many blessings they have received and are motivated to be generous. This often takes the form of annual charitable contributions to their church and other worthy organizations. Additionally, some individuals wish to leave a portion of their...