Many people assume that financial planning primarily deals with cold hard cash. Most financial planners would disagree. Financial planning is the process of aligning your financial choices with your life passions. And although financial planning can tell you how to accomplish your goals, it cannot tell you what your goals should be. Values transcend the cash and the numbers.

We love to dream with our clients about their answer to the question: “What is the money for?”

Then, we structure their investment plans around meeting these goals.


Core Values Budgeting: One Strategy to Identify Budgeting Changes
with No Comments

Here is a strategy that can both help you identify what you value and help you start your budget.

Diversify and Rebalance More Than Just Your Investments
with No Comments

Investments, like life, are volatile, risky, and on average rewarding. Diversification and rebalancing help to protect yourself from the volatility.

The Route from Wealth to Well-Being
with No Comments

We don’t write a lot about how to spend money, but an international study published this year claims to have found the route from wealth to well-being through spending money.

Read More


Subscribe to our newsletter!