233 N. Ridgeland Ave
If we choose to, we can see everything in life as overwhelming, especially our finances.
We invite you to press pause and quiet the noise around your financial life.
When we stop and breathe, we center ourselves and our minds creating better outcomes by simply seeing things at a deeper and calmer level.
We invite you to take a deep breath and center your thoughts about your financial life around your values.
Expand Opportunities for Your Money
Your financial life doesn’t have to cause anxiety and distress. When we take the time to become grounded, we see new opportunities for our money.
We invite you to change your perspective on money so your money can do more for you.
Pause. Breathe. Expand.
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.
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
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
To facilitate peace, success, and freedom for our clients through intentional planning and investing.
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.
We understand that the best long-term relationships are built by listening intently.
The greatest gifts we give our clients are time and patience which help us make the right decisions for them.
Time is the most valuable thing one can spend, we choose to spend as much time as needed with you.
“Through the ebb and flow of the expected and unexpected, we discover the best opportunities.” - Dory A. Rodriguez
Curated articles, videos, and more, for a financially savvier you.