Where Do You Fit In?

Starting out.

You have begun your career, have a 401k at work, might have some student debt or other headwinds you would like to eliminate, maybe want to buy a house, maybe take a trip around the world. You would like to know the long term impact of today’s choices.

Catching your stride.

You have assets, but may not know how they work, which ones you pay tax on, which ones you don’t. They may be scattered at different places from old jobs. You are confident in your career, might have a kid or two, and are thinking how to best align your money with your goals.

Moving on.

You may be ready to hang up the towel, try a new job, quit altogether, start a business. Is your money ready for you? Do your income sources stand up to your expenses? Whatever your next phase, find out if you can take the risk.

 

What We Offer

Financial Planning

 

Financial planning begins with awareness and continues with action. You want to live your life today knowing you have taken care of tomorrow, but you are afraid you are making a mistake.

You want to be confident about your income, savings and investments, but aren’t quite sure how those pieces fit together. You want to know “your number” but what does that even mean?

You are ready to take the steps beyond money in and money out. You want to have the freedom of choice that comes with financial security.

How much does it cost? Fees depend on complexity. They range from $1,500 to $4,000.

Asset Management with Impact

 

We employ an investment discipline that considers environmental, social and governance (ESG) criteria to generate long-term competitive investment returns with positive societal impact. A passive approach captures the entire market without regard to the consequences to people or planet. An ESG approach captures the entire market as well, with high regard for people and planet. They both involve strategic asset allocation, one makes you feel good about your portfolio.