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In the financial planning process, we listen before speaking, thoroughly explain your options, and always respect your decisions. We will work together to create a strategy specific to you, then review at regular intervals to ensure that you’re always on track.

We understand your many investment needs and utilize timely and appropriate strategies to pursue both short and long-term goals. As a fiduciary in advisor relationships, we provide professional and independent advice, putting your best interests first.

For Investment Management clients, after the initial financial plan is delivered, ongoing revisions are included in your management fees. As clients move through life stages, increased complexity may require an incremental fee.

For financial plan-only clients, continue to engage with us to monitor, update, and implement your financial plan for a reduced on-going annual fee with options to pay either monthly or quarterly.

We are passionate about making a positive impact on our client’s lives, our community and the planet. For that reason, we offer a Sustainable and Responsible screened version of every portfolio that we manage. So, you don’t have to sacrifice performance to feel good about what you own. Your portfolio can help you pursue your goals and contribute to a greater good at the same time.