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We Help You Focus on What Really Matters

We’ve found that although the portfolio is undoubtedly a key piece of your overall financial plan, it doesn’t reside in isolation. Your money powers a broader set of objectives that ultimately help you live the life you aspire to—both today and in the future.

Through a truly comprehensive and integrated approach, we take a proactive look at your whole life picture, exploring your impact, money and life goals, including financial considerations, resources and existing strategies. As you gain clarity on what’s important to you through our life discovery approach, we’ll design a strategic plan that can be adjusted over time.

Addressing Your Concerns

  • How do I balance today’s needs with tomorrow’s dreams?
  • What’s the best way to adjust my financial plan as things change in my life?
  • What can I do to help increase the chances that I won’t outlive my money?
  • How can I maintain my lifestyle in retirement?
  • How do I avoid getting locked into a high tax bracket for the rest of my life?
  • How can I maximize the wealth I share with future generations and the causes I support?
  • Do I have the most tax-efficient retirement plan in place?

Our Planning Philosophy

You likely have several facets of financial planning already in place—you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning.  But chances are each of these pieces was developed independently and at different times in your life.

As a result, when we assess potential clients' big financial picture, we generally find significant gaps and areas of improvement.

To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this life-integrated financial planning. We’ll look at your entire financial picture and help you fit the pieces together properly and identify any gaps.

Money, goals, life, and impact — your financial strategy integrates your investment strategy and is more than just investment decisions. Do you have the plan that's right for you?

Our goal is to help you design your plan to meet your life goals.


Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible


Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk


Provide discipline, perspective, and guidance to help you stay focused on the long term and on track towards achieving what is most important to you

Design | Build | Protect Integrated Strategies for Wealth Management

Our Approach

We feel it’s important to fully explore your goals and have in-depth discussions about the lifestyle you wish to maintain. Based on that, we develop a plan based on evidence and experience to put you in the best position to make those ambitions a reality. Our financial planning work doesn’t stop there as we continue to address your ever-evolving needs. We closely monitor changes in external factors as well, such as market performance, inflation and taxes. Ultimately, we strive to keep you on track and work toward the retirement you desire in all phases of life — from your accumulation of wealth, to your transition into retirement, distribution and even the legacy you provide.

Financial Planning Services

  • Goals-Based Retirement Planning
  • Social Security Analysis and Planning
  • Executive Compensation Planning
  • Net Unrealized Appreciation Analysis and Planning
  • Pension Election Analysis
  • Debt Reduction Planning
  • Emergency Savings Planning

For more information on our Design | Build | Protect process, please visit this page.