We do not directly prepare tax returns. We will refer you to a few of our trusted third-party accountants and will work closely with them to ensure that you have optimized your return filings.

We have no account minimums. We do require that clients have:

• a commitment to a long term relationship

• a willingness to participate in the financial planning process

• a desire to delegate due to the lack of time, expertise or interest

• an appreciation of the value in holistic wealth management

Yes! We will be your accountability partner in helping you and seeing you successfully pay off your debt and get you in a position to start building wealth.

The frequency of meetings varies from client to client. At a minimum, we will meet with client on an annual basis to review investments and financial plan.

We are not day traders and do not actively trade your account. We invest in high quality names in our stock and mutual fund universe and do not feel a need to constantly get in and out of position. We do not try to time the market instead we steadily invest and grow your portfolio.

Each of our client has a customized allocation, investment objectives, constraints, and financial plan making the traditional measures of standard (composite) performance not applicable.

A fiduciary is someone who manages money or property for someone else. When you're named a fiduciary and accept the role, you MUST - by law - manage the person's money and property for their benefit, not yours.

No, we allow our clients to cancel our engagement at anytime.