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Our Story

<span>We help you plan your direction, so that you can enjoy the journey.</span>

We help you plan your direction, so that you can enjoy the journey.

Financial planning is a journey that never ends and may help our clients fulfill a sense of financial confidence, manage their ever-changing life goals, and often, pursue their life dreams.

Our dynamic journey as husband and wife financial planners began in 2005 and continues to set us apart from the status quo. We set out to break down barriers in the financial planning industry and dreamed that we could change the way that people view and engage with their financial advisors.  While our profession is serious and complex, we also believe the process of planning can be gratifying, enjoyable and even fun for our clients and team.

The essence of our firm lies in the deep understanding and caring we have for each client’s situation.  We put our client’s best interest above all.  We are passionately committed to making the lives of our clients simpler, more meaningful and more fulfilling by demystifying complex financial matters.

We know that our client’s decision to choose us is deeply personal and can often be overwhelming.

We have worked tirelessly to reshape the financial planning process based on transparency, personal relationships, simplicity, and value.