Ideal Clients

We have noticed that folks who describe themselves in the following ways tend to value our services the most, and these are the people we most enjoy working with!


You understand that the best way to succeed financially is to methodically make one smart decision after another, realizing that the noise of the financial media has no bearing on reaching your financial goals.


You buy into the planning process, with a willingness to take a hard look at your values and priorities and follow through with action steps that align with them.


You find joy in giving of your time and financial resources and you look for ways to maximize the positive impact you have on your community and those less fortunate than yourselves.


You live your life with intention, wanting your financial decisions to make sense within a broader context of what and who is most important to you.