01. About Us

We are an independent, fee-only financial planning that seeks to partner with clients who desire to align their financial choices with their most important goals and their most deeply held values. 

02. Our Philosophy

Long-term investment success comes from continuously acting on a plan. Investment failure proceeds from continually reacting to current events in the economy and the markets.

03. Our Process

We DESIGN your plan to meet your life goals. We BUILD your plan using compelling research and apply it to practical investing. We PROTECT your plan by working together.

Your Advisor

What Is Most Important To You?

Your LifeMap

Are You Working with Someone You Can Trust?
Do You Have the Plan That’s Right for You?
How Do You Stay on Track?

Blogs

Ed Kerns |
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Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year. But what about the organization that we’re giving to? What are they required to do once they receive our donation? If you’re unsure, here’s a quick run-down of what you...
Ed Kerns |
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Whether you like it or not, a good credit score is essential. Your credit score factors into everything from insurance rates, to whether you get the job you applied for. A good credit score is also needed to buy a house, obtain cell phone service, rent an apartment, and buy a car. Of course, life happens, and your credit score can plummet. Perhaps you lose your job and can’t pay your rent or mortgage, or...
Ed Kerns |
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There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available. Unfortunately, those apps and software programs can only do what you set them up to do. And all the apps and software products in the world will make no difference in your financial situation if you don’t do the following: 1...

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