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

  While it might be tough to admit, many of us prefer what we want to hear rather than the unvarnished truth. And while yes, the truth can be painful, isn’t it far better to deal with it up front? The pain when reality hits can be far…

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Meet Us

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

Michael Kay

–Michael Kay, 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