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

“This is my year” Mary declared. “I will take control of my life and my money.” After a long, ugly divorce, Mary was ready to attack the stack of financial papers that represented her sadness, confusion, fear and anger about money. “That’s…

Continue reading >

Meet Us

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

Michael Kay

–Michael Kay, CFP®

Continue reading >

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.

Download PDF

Hiring an Advisor