Our Approach

Advocacy

As an independent Registered Investment Advisor, we are fee-based and free to act on your behalf and in your best interests. We do not accept any form of investment-based commissions whatsoever.

We offer no proprietary products, choosing instead to work with a team of experienced money managers employing modern asset allocation strategies. 

Because we are paid by you, not the investment companies, our interests are in direct alignment with yours. As your advocate, we’ll manage your team of professionals so you don’t have to.

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Process

When you meet with us the first time, there will be no paperwork to sign.

We would like to build a lasting relationship forged in trust and expertise. We will coach you on what you should know about choosing an advisor and share with you what we believe to be the best practices in that regard.

Should you decide to work with us, our goal will be to understand your unique self to ensure the plan we develop with you “feels right” and is a workable tool for you to use in order to achieve your goals. Find out what we do and how we do it, with your BEST life in mind. 

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Technology

We have carefully selected technology platforms to help you gain clarity about your money and make better decisions. Your accounts will be linked in real time so you can see the big picture whenever and wherever you want. And because your satisfaction and trust are the cornerstones of our relationship, we select and use technology with a focus on ease of use, efficiency and safeguarding your privacy and security.

Our Tech

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BEST Life Planning

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Discover

We will help you identify what inspired you to begin the planning process and where you are today. We will help you determine goals, objectives, priorities, current challenges, etc. 

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Define

We will create the picture of your BEST life and identify gaps between where you are today and where you want to be.

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Design

We will review real-life scenarios with you to achieve your BEST life. We will work with you to design a plan that fits your goals.

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Implement

We will assist you with prioritizing and executing action items, as well as making adjustments to your initial planning steps. We will also collaborate with other professionals as needed to implement your plan.

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Monitor

We will help you adjust your plan based on your progress and continue working together to achieve your goals.

Helping clients' live their BEST lives

Client Access

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Investment Management

We create a high-quality team of competing investment strategists, each bringing a unique approach to asset allocation and investment decision-making.

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Retirement Planning

Retirement planning is the process of creating a realistic strategy for funding your retirement.

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Goal Planning

This Is the process of translating your values and priorities into the tangible outcomes you want to achieve.

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Behavioral Coaching

To varying degrees, we are hardwired to avoid pain, play it safe, and pursue pleasure. We provide coaching and reassurance so you can feel calm when the markets are not.

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Cash Flow Budgeting

These are tools to help ensure you achieve your goals by closely aligning income and expense expectations.

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Tax and Estate Planning

Tax and estate planning is the process of making plans for the management and transfer of your estate after your death.

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Contingency Planning

Contingency planning is intended to mitigate the impact of unintended events such as job loss, property damage, healthcare issues, or loss of key employees of a small business.

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Our clients’ living their BEST lives is the ultimate measure of success — not only for our clients but for us as well.