OUR MISSION
Our mission is to help people live in alignment with their soul’s purpose and deepen their connection to themselves, their family, and God.
OUR ROLES AS YOUR PARTNER
We help you ask the question, “Am I living my best life today?” And if the answer is no, we help you find out why, and whether those reasons are valid obstacles or unhelpful misconceptions about your financial capacity. We’ll give you a crystal-clear picture of where you stand at any given moment so that no matter how much time passes, no matter how circumstances change, or what the headlines say, you have confidence to make intentional financial decisions.
We’ll also make sure you’re taking important steps outlined in your plan. We are the expert in your corner, your resident “financial nerd,” here to help you simplify the complex and execute strategies pivotal to your financial success. These elevated wealth management strategies include:
- Time-Weighted Asset Allocation Strategy: Never sell an asset for a loss, which increases the sustainability of your retirement.
- Strategic Distribution: Eliminate realized loss and maximize realized gain while reducing taxes.
- Proactive Rebalancing: With this strategy, volatility improves, rather than hinders, your financial trajectory.
- Asset Location: Annually reduce unnecessary tax drag to keep more money compounding.
- Tax Loss Harvesting: This system allows you to take advantage of temporary asset class declines.
- Strategic Philanthropy: Uncle Sam bolsters (rather than undermines) your charitable giving.
The closer you get to retirement, the more the stakes rise. Your wealth increases, your time horizon shrinks, and the weight of your actions (or inactions) increases greatly. There is also a greater tendency to make poor decisions. That’s why we are your steadfast advocate, fighting not just for your success now, but for the success of your future self. We hold you accountable, tell you what you need to hear, and make sure you have everything you need to live the life you’ve envisioned.