Mission & Values

Our mission is to help bring clarity, insight, and alignment to our client's financial lives. We work toward this mission by answering the WHY, HOW, and WHAT.


  • Because we believe serving others is a privilege and helps provide clarity of purpose.
  • Because we believe aligning the stewardship of our financial resources with our personal purpose and goals improves the quality of life.
  • Because we believe continuous learning is essential to providing a quality service and enjoying life.
  • Because we believe sharing our knowledge, talents, and resources improves the lives of others.


  • By establishing a foundation of transparency and trust.
  • By building a strong relationship with our clients and gaining a deep understanding of their values and goals.
  • By providing clarity through analytics, education, and easy-to-understand communication.
  • By implementing an academically grounded, consistently disciplined process in all that we do.
  • By proactively addressing client questions & needs. 


We deliver comprehensive financial planning & wealth management services for people preparing for retirement and in retirement.  Our clients cover the spectrum of endeavors from corporate executives and business owners to professionals, teachers, and clergy. The intended result is to help provide our clients the peace of mind that comes from working with a trusted partner.