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

Lynn and Jim, still newlyweds, sat across from each other at our conference table. They were here to plan for their financial life as a couple and I’d asked if they had ever had any friction points around money. “When you said that you…

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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