Individual Investors

We all desire to:

  • Live life to the fullest
  • Do our best and play our part
  • Help those we care about and have a positive impact
  • Be a part of something bigger than ourselves

Our passion is providing the guidance and accountability you need to make these a reality.

We can help you clarify what matters most to you and analyze your investments and see if they align. Then, we can recom­mend practical next steps to help you align your values and your investments.

Our unique onboarding process allows us to tailor a plan to your unique money style and values. Read more about how we begin client relationships with the end in mind.

Who Do We Serve?

Individual Investors & Families

Individuals and families who desire a values-aligned approach to their planning, investment, and stewardship decisions.

Executives & Business Owners

Successful executives and business owners who need help simplifying their complex financial lives.

Retirement Plan Participants

Retirement plan participants who want help addressing financial needs beyond their retirement accounts.

How May We Serve You?

Financial Planning

Investment Management

Retirement Planning

Legacy Coaching

Tax & Estate Planning