About Us
Perfect World vs. Reality
For a moment, imagine you live in a perfect mathematical world.
In this mythical world, your personal wealth curve will grow exponentially if you assume a positive rate of return, periodic contributions, and time.
For a moment, imagine you live in a perfect mathematical world.
In this mythical world, your personal wealth curve will grow exponentially if you assume a positive rate of return, periodic contributions, and time.
However, in reality, there is a tremendous amount of financial pressure that pushes down on your ability to grow wealth during every stage of life.
Examples of financial pressures include but are not limited to:
- Marriage
- Children
- Divorce
- Illness
- Death
- Debt
- Job Loss
- Career Change
- Aging Parents
- Charitable Giving
- Market Volatility
Our Value Proposition
A good financial plan factors all of these potential pressures. However, it is often difficult for someone to determine the right action steps, let alone recognize their own financial weaknesses.
We help you face these financial pressures by offering five key value propositions.
Organization
We will assist you in making sure that your finances are organized. At the macro level, this may include investments, insurance, retirement planning, etc. At the micro level, this may include cash flow management. Organization provides the framework for establishing a plan to grow your personal wealth curve.
Accountability
We will hold you accountable. A financial plan is meaningless if you do not follow through. We can help you pursue your goals by prioritizing them and providing concrete steps for you to take. Completing these action items provide a path to help grow your personal wealth curve.
Objectivity
We will bring objective insight to help you avoid emotionally driven financial decisions that can negatively impact your wealth curve.
Proactivity
We will work with you to anticipate potential financial pressures and address them when they arise. Failure to think about the big picture ahead of time can negatively impact your wealth curve.
Education
We will empower you to take control of your financial situation and give you the knowledge and confidence to pursue your goals. We strongly believe that knowledge and action are both necessary to maximize your wealth curve.
Our Services
General Planning
- Cash Flow
- Saving Goals
- Debt Managment
- Employee Benefits
- College Funding
Investment Planning
- Stratagies
- Accumulation
- Generating Income
Insurance Planning
- Life & Health
- Disability
- Long-Term Care
- Property & Casualty
Retirement Planning
- Building a Retirement Plan
- Social Security
Income Tax Planning
- Tax Reduction Strategies
- Charitable Contributions
Estate Planning
- Wills & Trusts
- Incapacity Planning
