Total Wealth Management
An intentional, proactive approach to keep you in alignment with what is most important to you.
Annual Planning Rhythm
Financial Planning is a process, not an event. We proactively review a specific part of your financial life each quarter. This agile planning approach keeps you focused on making consistent and timely financial decisions, rather than being tied to a rigid, static financial plan. You can be confident that your plan is efficient, adaptable, and aligned with your goals and values.
At the beginning of the year, we revisit your values, goals and cash flow model to inform your current and upcoming decisions. This gives us a course of action for the coming year, as we anticipate the decisions you will need to make in the year ahead, while staying adaptable for the inevitable changes that come along the way. We leave this meeting with clear direction and an efficient financial model that is focused on your personal goals, giving you confidence in the direction of your financial life.
Sound investing principles are simple to understand but difficult to execute consistently. Through our internal Investment Review Committee, we adhere to a systematic, disciplined, repeatable investing philosophy rooted in academic literature.
By leveraging various investment partners and a robust technology platform, we can execute an efficient strategy that minimizes the guesswork to which many investors fall victim, allowing us to focus on what is most important to you as we work together towards your financial goals.
Our Blog of Helpful Tools and Tips
When it comes to picking investments to comprise a portfolio, what method makes the most sense? For some people, it is as simple as locating the investment products that have performed the best over the last few years and, if the fees are reasonable,…
We recently received our first snow of the season. I am not one to count down to the first snow of the year. For me, it primarily serves as a reminder that it will be quite some time until golf season starts again! Our…
From time to time, I take a class at the gym called Grit. It’s a half hour of high-intensity interval training (HIIT). It’s called Grit for a reason. Usually after about 10 minutes of the class, my brain is telling me that I really…