Beyond Money

It’s in the name: personal finance is personal. And financial planning is about more than just your money; it’s about your values, your goals, and using your financial resources to live the life you aspire to.  We have the experience, the tools, and the credentials to fully engage with your monetary needs, but we also have the profound desire and capacity to support you in your life’s journey. We like to think of what we do as facilitating financial well-being for our clients. But, you might simply think of us as the support team that helps you sleep without worry, so you can hit tomorrow’s trail in stride. 

When you work with our trail-tested team of financial experts, you can expect: 

  • No Product Sales: We don't sell any financial products nor do we receive any commissions.  We are fee-only financial planners and fiduciaries; our complete focus is on what is best for you.  
  • All-Inclusive, Tax-Focused Approach: Together, we design an all-encompassing strategy that takes into account every aspect of your finances.  
  • Value for Your Money: We are committed to providing value that exceeds our fees.  
  • Open-Door Policy: Financial planning is a process, not an event and we are here for you when you need us.  Our approach accommodates regular ongoing reviews of key financial areas, with access, or an open-door, to the advisor when needed.     


List of services