We’ve had some incredible people walk through our doors. So we need to be incredible at what we do. We’re fee-only financial life advisors. We want to know what you value in your everyday life so that we can guide you in your financial life. How do you want your story to go? PLAN WITH CREDIBLE GUIDANCE. LIVE INCREDIBLY WELL.
Candace had just lost her husband barely two months earlier when she was referred to us. She was, understandably, in a highly emotional state. What made her so anxious to meet with a new financial advisor? Her husband had died suddenly and she…
Appreciate where you are; value where you’ve been.
–Michael Kay, CPA, CFP®
Hiring an Advisor
You are ready for help with your financial life. You’ve maybe even done a little research, searched the web or asked your family and friends for referrals.
While that’s a good start, you don’t want to stop there.