Turning your vision into a plan is our specialty

We use financial planning as the foundation ​to build a solid investment management strategy.

Comprehensive Financial Planning
​+ Asset Management
Retainer Relationship

Our primary service is a retainer relationship that includes both financial planning and investment management. This includes regular meetings and ongoing monitoring of your plan to ensure you stay on track to achieve your desired goals. We consider your cashflow, retirement planning, safe withdrawal strategies, investment analysis, risk management, and tax and estate planning. 

​We develop an appropriate asset allocation for you and then apply a disciplined approach to managing your investments. We provide quarterly performance reporting and ongoing due diligence to make recommendations as needed, implementing those changes as it makes sense. All accounts are custodied independently at Charles Schwab. ​

​Comprehensive Financial Plan

​We can also offer comprehensive financial planning on a project basis. You identify what's important to you and we evaluate the possibilities based on your financial situation. We then provide our recommendations, integrating the elements required into a strong and complete financial plan. 

In life, there are things we can and cannot control so we plan for the certainty of uncertainty. While we can’t control markets or every life event, we can control how we prepare, build guardrails, and stay flexible enough to pivot when needed. - Kristin Garrett

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