You Want to Feel GOOD.

"Is this what "success" is supposed to feel like?"

You and/or your spouse work 50+ hours per week while managing a household that includes a couple of high achieving kids. You are a little embarrassed that you earn more in midlife than your parents (and siblings?) ever have. You have saved what used to seem like an enormous amount of money but you are not sure what to do with it.

You are always busy but are never sure that you are doing enough.

Our typical client households are dual income Gen-Xers (born 1965 - 1980) whose kids are teens (or younger) because, well, they started having kids later. They are professionals who earn impressive salaries and have accumulated a good deal of it. They are experts in their profession and respect having experts on their personal team.

You will enjoy becoming one of our client families if:

  • Implementing a professional investment strategy will relieve the stress of managing $1 Million+ 
  • Discussing money with a professional will improve overall communication about family values
  • Identifying time and money for causes you believe in will make you feel like a whole person
  • Working directly with business owners rather than "big bank" employees will put you at ease

If you can say "yes" to the above, you will feel good about joining us. 

NEXT, see Who We Are...

 

To start feeling good about your money, book an introductory call here: Introductory Call