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.


Money Stories

Leading up to retirement, John and Ann wanted nothing more than to move away from the hectic NY lifestyle and live in their rural escape in New Hampshire.  We reviewed their budgets and held many conversations regarding the cost of living, their…

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Meet Us

Appreciate where you are; value where you’ve been.

Michael Kay

–Michael Kay, CPA, CFP®

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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.

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Hiring an Advisor