01. Our Philosophy

We serve our clients by helping them give money their attention rather than their energy.

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02. Steps To Working With Us

  • Let’s meet
  • Tell us about yourself
  • Co-create your unique financial plan

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03. Our Services and Fee Structure

  • We are fee-only Fiduciaries.
  • We put your interests first.
  • We disclose all our fees up-front.

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Our Team

Let's Talk and Answer Any Questions You May Have.

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Blogs

Stephen Weatherby |
Categories
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them: Spending more than you make. This usually occurs when overusing credit cards. The temptation is there, particularly for those fresh out of college, to use credit cards to pay for...
Stephen Weatherby |
Categories
In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better understanding of what a recession really is. What the Dow Jones Industrial Average? You probably hear that every night on the news and you know that it has something to do with the stock market, but aren't sure of the details. Here are some common terms...
Stephen Weatherby |
Categories
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget. Today, only one third of Americans have a budget that they actively use when making financial decisions, although 75% of Americans believe you should have a budget. With...