Your Best Path:
... a personal approach, where values clarify aspirations and drive discovery of your unique best path forward.
We use the best available practices of sustainability in our home office and minimize transportation by doing business virtually. We implement our commitment to social progress by the value and respect we give all prospects and clients without exception, no matter where they come from or who they are.
We have no minimum asset or net-worth requirements and no minimum project size. We believe everyone should have access to quality planning and advice, without exception.
We are process-based. Our goal is to provide knowledge and expertise in developing a plan that is in your best interest and then to assist you in implementing the plan. We receive no other compensation of any kind, from any source, at any time, other than our fees.
We are committed to investing with integrated ESG (Environmental, Social, and Governance) criteria at the forefront of our screening process. The evidence is in. Investing in companies selected by integrating ESG criteria leads to results as good as or better than investing without any screening. We are uniquely positioned to serve clients interested in Sustainable, Responsible, and Impact (SRI) Investing.
You’ll know where you stand financially and what actions will provide you the greatest opportunity for reaching your goals. We offer thoughtful, candid advice, and clear action plans.
We consider the broad view of your financial life, values, and preferences in developing your plan, and we counsel you on how the many factors affecting financial well-being will play out over the course of a lifetime. We define wealth as what is most important to you.
We provide financial advice and planning of the highest quality and care on an hourly, as-needed basis. Our rate is $200 per hour. We reduce conflicts of interest as much as possible and fully disclose any conflicts that we are unable to eliminate.
Wealth is built, in part, by making sure that the dollars you spend deliver real value to your life in the present or in the future. We offer a great value for your dollar in that our hourly rate is very reasonable for the region. We minimize overhead by operating virtually as much as possible. There is no fancy receptionist or assistant on my payroll as I am a sole proprietor.