Independent Ideas Committed to Peace of Mind for Our Clients We believe the actions you have taken have been purposeful and beneficial. What we find is that at some point, we outgrow our past decisions. So how do we proceed without negatively affecting past decisions; but instead enhance those decisions with new ideas and purpose? 

Organization. We will help bring order to your financial life. By: assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc.; and, also the “micro” level of household cash flow). 

Accountability. We will help you follow through on financial commitments. By: working with you to prioritize your goals; show you the steps you need to take; and regularly review your progress towards achieving them. 

Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters. By: being available to consult with you at key moments of decision-making; doing the research necessary to ensure you have all the information; and, managing and disclosing any of our own potential conflicts of interest. 

Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them. By: regularly assessing any potential life transitions that might be coming and creating the action plan necessary to address and manage them ahead of time. 

Education. We will explore what specific knowledge will be needed to succeed in your situation. By: first, thoroughly understanding your situation; then, providing the necessary resources to facilitate your decisions; and, explaining the options and risks associated with each choice. 

Partnership. We attempt to help you achieve the best life possible. We will work in concert with you, not just for you, to make this possible. By: taking the time to clearly understand your background, philosophy, needs and objectives; work collaboratively with you and on your behalf (with your permission); and, offer transparency around our own costs and compensation.