The relationship between a trusted financial advisor and a client is a deeply personal union we do not take lightly. We share in your life experiences.
We celebrate some of life's greatest joys with you, such as: the birth of a child or grandchild, enjoying retirement with a lifestyle sustaining income stream, watching a family member graduate from college, or celebrating a milestone wedding anniversary.
We also help you plan your money and lives around the unexpected, such as: the loss of a job, a terminal illness, divorce or loss of a spouse, or caring for elderly parents or adult children.
We are committed to having honest and sometimes difficult conversations.
Both Heather and Ryan are CERTIFIED FINANCIAL PLANNERTM practitioners. We work to help you articulate your life vision... to accomplish your financial and lifestyle goals. Then, we will put a process in place that allows us to identify the best strategies available to help you reach your goals.
We believe that investment outperformance is NOT a financial goal; and, it doesn't assure the realization of your financial goals. People with realistic investment plans accomplish their goals. Therefore, one of the most significant things we do with our clients is help them formulate an investment plan as well as unlearn inappropriate behaviors. We are in the business of helping control client outcomes, NOT market outcomes!
We hope you take advantage of this resource and visit it often. If you are already a client and can not find what you are searching for, please call our office and let us assist you. Be sure to add our site to your list of "favorites" in your Internet browser.