A Personal Relationship for Life

Your custom financial plan is complete and the Pathway To Independence™ is clear, but your work has just begun! In order to enjoy the benefits of your plan, it must be implemented. In addition, because life rarely unfolds as planned, a regular process of review and revision will help you adapt to life’s inevitable changes and keep you on your Pathway To Independence™.

Our Wealth Planning Process Helps You Transition Through All Life Stages

Through our Wealth Planning Process we serve a variety of clients as they transition through the three primary financial life phases:

Growth Phase.

Accumulation of Assets
  • Professionals
  • Business Owners
  • Employees
  • Families & Individuals

Transition Phase.

Reorganization of Assets
  • Liquidity Event
  • Home Purchase
  • College Funding
  • Career Change

Maturity Phase.

Distribution of Assets
  • Worry-free Retirement
  • Legacy for Children
  • Gifting to Charity


We offer a complimentary review meeting to describe our services, and to see if our services are right for you.