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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Stephen Weatherby |
How does grounded-ness apply to the myriad of choices that assault us? Does it really matter, anyway, whether we choose to take the paved road of expediency or pragmatism rather than that windy, rocky path of Soulful-ness? All during this long journey of writing TEN WEEKS and the related CD’s, I was faced with this dilemma. I was constantly accompanied with lots of noise; “This is taking way too long”, “This project is costing way...
Stephen Weatherby |
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing. ETF Basics Exchange-traded funds are baskets of securities—stocks, bonds, commodities or a...
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial stability and independence before you can leave behind your day-to-day job in exchange for a more fulfilling path. This is where the increasingly-popular financial independence, retire early (FIRE) movement comes in. The basis of the FIRE movement is quite simple: Save and aggressively invest a large percentage of your...