Stop Worrying and Start Enjoying , Stop Wondering and Start Living, Stop Postponing and Start Prospering
THE FINANCIAL CLARITY YOU NEED TO LIVE THE GOOD LIFE
Imagine yourself living the good life.
What do you see? How do you feel? The good life is about feeling comfortable to do what makes you happy without letting financial worries get in the way. Without a complete picture of your finances, that can be hard to achieve. Dreams get put on hold while you wonder if you can afford them. Decisions get made but you question whether you made the best choice. The future gets closer and you want to know if you’re on track.
It doesn’t have to be that way. With the financial clarity you gain from working with a TAAG CERTIFIED FINANCIAL PLANNERTM, you’ll be confident that your choices are helping you realize the life you’ve always wanted.
Fee-Only Financial Advice for Every Stage of Life
We’re ready when you are. No matter your age, we equip you with the objective advice you need to make your next chapter the best one yet.
We lay the groundwork for the good life in the first 100 days of our relationship. In that time, we’ll work with you to coordinate the individual parts of your financial life and ensure they are all working together toward your most important goals.
Whether it’s understanding how people and money interact or how you can invest for both profit and purpose, we stay on the frontier of financial planning and investment management. We combine our 30 years of experience with the latest techniques and technology so you have exactly what you need to thrive in the modern world of money.
Now more than ever, your time is as precious a resource as your money. That’s why we personally answer the phone when you call, respond to questions the same day and get things done right the first time. Automation and technology are only an enhancement to the remarkable service and attentive support you will come to expect from our team.
Our Caring Team Wants to Hear Your Story
We all have a financial past and present. We are ready to meet you wherever you are in your journey, so we can move together toward your future.
The Latest from Our Financial Planning Blog
When it comes to financial planning, making choices and setting long-term goals can be overwhelming. What do you want to do when you retire? What do you want your wealth to accomplish while you’re alive? Where do you want it to go when you’re gone? Without any...read more
Watch this 30-second clip (transcribed below). “I never get enough sleep. I stay up late at night because I’m Night Guy. Night Guy wants to stay up late. What about getting up after 5 hours’ sleep? Oh, that’s Morning Guy’s problem. That’s not my problem; I’m...read more
(from Dimensional Fund Advisors’ Issue Briefs blog dated September 1, 2017. Dimensional Fund Advisors is a global investment manager dedicated to implementing the great ideas in finance by applying academic research to practical investing.) It will soon be the...read more