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Continuous and comprehensive planning with modern technology to align your money with your values
Through a collaborative process, we help create a roadmap for your money. From next steps to big picture thinking, we're right by your side. We create your initial action plan, and then use best in class tech to act as a collaborative and proactive guide to make sure things get done and adjustments are continuously made along the way.
With our collaborative tools and processes, you always know what needs to be done next, what's upcoming, and what you're working works.
We use tools to monitor your spending, make good decisions on excess cash flow, and also optimize your debt to lower your cost of interest.
Using Elements Financial Monitoring App, we always have an in-depth look at the most important money metrics in your life.
Whether you're decades away or moments from retirement or funding college, success takes careful planning ahead of time & in the moment.
We look through the windshield to try to lower your lifetime tax bill, not just the amount you pay this year. We collaborate with your tax preparer to ensure the best outcomes.
We look through the windshield to try to lower your lifetime tax bill, not just the amount you pay this year.
We have expertise to help whether you are just starting out in business ownership or you have an 8 figure business. As a CEPA®, we have experience in optimizing both business and personal finances.
While we don't sell insurance, we evaluate what you have and offer suggestions and implementation for a proper path forward on home/auto, life, disability, and others.
We're not the kind of firm you meet with once per year, get a stack of paper and never hear from again. We deliver deep value in each area of financial planning with a iterative, never ending process for making sure nothing is falling through the cracks. See more details of our service calendar and financial planning process here.
We've crafted an annual service calendar of financial planning topics to make sure we are reviewing each piece of your situation all year.
We go out and acquire relationships with the best FinTech tools to make sure our clients are receiving the most efficient and best advice possible.
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In addition to financial planning, we can also help manage investments so you can spend more time on the things you love (and less on the things you don't)
Simple logins, a beautiful view of your accounts, and easy-access to contact your advisor
Don't worry about stacks of paperwork or signed documents. We get everything done digitally, like it should be.
Hop on a 30 minute call to talk about your situation, and we will help you make an educated decision about your next steps, regardless of it is moving forward with our firm or not.
Schedule a callFinancial Planning and Investment Management for Military, Veterans, and Business Owners
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