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SERVICES

Discovering a different story deserves a relational approach.

In every aspect of our services, we take the time to get to know you, offering comprehensive planning that’s customized to align with your values and goals.

WHAT WE DO

We offer three types of partnership based on your needs and goals.

Financial Advice

Designed to align to your values, goals, and mission, our comprehensive planning process includes a personalized plan, relationship-centric services, and collaborative advice from our team of advisors and experts.

Investment Management

Through managed account programs with ongoing investment advice and attentive service, we help align your portfolio with your values, define an appropriate asset mix for your goals, and manage tax implications.

Curated Product Solutions

From protection planning to investments, we take the time to get to know your situation and then help recommend the financial tools that will best fit your specific needs.

HOW WE WORK

Our collaborative process includes four key phases:

1. Discover

We meet with you to establish a partnership, identify your unique values, and clarify goals.

2. Design

After collecting data, we begin to design strategies aligned to your values and goals.

3. Fulfill

We work side-by-side with you to choose and implement strategies that will help you achieve your goals.

4. Refine

As your life and priorities evolve, we continue collaborating with you to incorporate all expressions of wealth into planning.

Together, we’ll design a well-organized road map that will guide you through ten key areas of financial planning:

   Tax Strategies

   Retirement Planning

   Education Planning

   Protection Planning

   Cash Flow Planning

   Investment Planning

   Philanthropic Planning

   Estate Planning

   Legacy Strategies

   Business Planning

OUR PURSUIT

We walk the journey with you, each step of the way.

Through an ongoing relationship, we help you pursue the following in your life:

Inspire Confidence

Imagine worry and fear fading as you make decisions based on a well-designed financial plan—leading to new levels of hope and contentment.

Ignite Passions

Imagine your true wealth aligning with what you care most about—unleashing the joy that comes from living out your purpose.

Awaken Gifts for Good

Imagine a life of joy where your unique giftings advance good beyond your own life—impacting those around you for generations to come.

Let’s discover a different story together