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Our mission is to connect where you are today with the vision of where you want to be tomorrow, and we manage the middle.

We do this through behavioral holistic planning utilizing conversation, values exercises, & goal and data gathering.

What is holistic planning?  Holistic financial planning is an approach to help clients build the life they desire by working toward accomplishing a broad set of goals. Holistic planning considers technical as well as behavioral elements that are important when helping clients work toward accomplishing their goals.

Our Focus

Milestones of Change

Milestones of Change

With a deep understanding of women in transition, we help our clients navigate divorce, widowhood, career change and retirement. Whatever your current situation- single, married, divorced or widowed- it is crucial to educate yourself on where you are today and your plan for the future.  

Individuals & Families 

Individuals & Families 

For individuals and families experiencing transition such as the loss of a loved one, a health challenge or facing retirement. Preparation is key to preventing financial turmoil or distress during these transitions. Having a trusted advisor to assist in developing the appropriate course of action can provide a measure of comfort needed along the way. 

Retirement & Business Succession

Retirement & Business Succession

We know the transitions you face in building and maintaining your practice.  With a comprehensive wealth management approach encompassing insurance, long term care, buy - sell agreements, retirement planning and a deep understanding of succession planning we can help you navigate through those business transitions.

Gen Z, Millennials & Entrepreneurs

Gen Z, Millennials & Entrepreneurs

Part of our process is holding ongoing conversations about life’s milestones and what you foresee for your life- i.e. marriage, children, career change – and creating strategies to help prepare for achieving those milestones.  The result is a customized plan to effectively and efficiently build wealth and meet goals and needs. We know many young professionals need to manage college debt, housing and still take those dream trips. With our hands on, holistic approach we can discuss and build a plan to set you on the right path.

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