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<sup>Zen and the Art of Financial Planning</sup><br/>A New Approach

Zen and the Art of Financial Planning
A New Approach

We believe in doing everything with intention. When we focus on distilling your financial life into phases, segments, events, and goals, we eliminate the noise created by worry. It’s easy to focus on financial overwhelm and stay stagnant.

Do you know what’s even easier?

Taking methodical, thoughtful, and intentional steps toward financial tranquility.

Here’s how we do this for our clients.

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Our Philosophy

Our Philosophy

We believe that the best financial outcomes are created through a combination of planning and investing. To us, financial planning is an exercise in developing great ideas on a deeply personal level. Investing, therefore, is putting money in motion to achieve those ideas. Through intricate thinking, we create simplicity, transformation, and freedom.

“You have to work hard to get your thinking clean, to make it simple. But it’s worth it in the end because once you get there, you can move mountains.” - Steve Jobs

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Our Process

Our Process

Our process starts with the firm belief that successful investing cannot happen without a strong financial plan. Because we hold this belief, we work with clients who desire long-term relationships rooted in a dedication to their customized plan from which investment decisions are made, implemented, and managed.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett

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Our Mission

To facilitate peace, success, and freedom for our clients through intentional planning and investing.

Know

Know

We are dedicated to the financial literacy of our clients. Together with our strategic partners at Highpoint Planning Partners and LPL Financial, we open a world of resources for you.

Listen

Listen

We understand that the best long-term relationships are built by listening intently.

Respond

Respond

The greatest gifts we give our clients are time and patience which help us make the right decisions for them.

Time

Time

Time is the most valuable thing one can spend, we choose to spend as much time as needed with you.

We Create Value-Based Possibilities

“Through the ebb and flow of the expected and unexpected, we discover the best opportunities.” - Dory A. Rodriguez

Learning Center

Curated articles, videos, and more, for a financially savvier you.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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