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Financial Planning

We build more than a financial plan; we build relationships with our clients. We want to understand your goals and know if your circumstances change, so we can adjust your plan to help keep you on track.

Our comprehensive approach to planning includes understanding your financial future and creating a plan aligned with your short and long-term goals including: retirement, college funding, estate planning, and investments.

We want to know how much risk you’re comfortable with, so we can review your portfolio and align it with your goals and risk tolerance.

After your plan is confirmed and in action, we’ll regularly meet with you to review it and discuss any needed changes to keep you on the path and work toward your financial goals.


Goal Review

We understand that life happens, and the changes aren’t always planned, which is why we regularly review your plan with you and adjust it when needed.

Keeping your plan aligned with your priorities can help you stay on track to reach your financial goals.


Wealth Management

We take an active approach to helping you manage and grow your wealth. We know that you’ve worked hard for what you have, so we work with you to coordinate all aspects that contribute to your wealth – your financial, retirement and estate plan, funding your children’s education, and your investments.

We work with you to understand and analyze your situation and offer solutions to help keep every aspect of wealth working toward your financial goals.


Investment Management

We’ll work with you to understand your goals and develop a plan for your investments that aligns with your financial plan and tolerance for risk.

Are you looking for socially responsible investments? We can help. Talk with an advisor today to learn how you can make a difference with your investments.


Retirement Services / Pre-Retirement

Before embarking on retirement it’s important to have a plan in place. We’ll work with you to understand your goals for retirement including your retirement age, financial goals, lifestyle, income planning and the potential to make your savings last as long as your retirement.


Business Planning

We’ve been connecting people with Green Jobs since 1996 – to help green business grow and give you soul-satisfying work. You’ll find great opportunities in climate change, solar, wind and other renewable energy sectors, along with jobs in sustainability management, pollution prevention, green building, the organic industry and green jobs that restore our ecosystems through conservation and policy. No need to work in fossil fuels, chemicals or industries that destroy our planet and our lives!


Retirement Income Planning

The income you rely on during your retirement may come from many sources such as a pension, Social Security, 401(k), and personal retirement accounts. Based on your goals for retirement and resources, we’ll work with you to develop an income plan and offer solutions to help your income last throughout your retirement.


Legacy Planning

Plan for the future with a plan for your legacy. We can help you identify giving strategies and work with trust administration professionals to establish your legacy plan including charitable giving, trusts, up-to-date beneficiaries and help ensure a smooth transfer of assets.


Risk Management Planning /Analysis

Understanding how much life insurance you need means taking a deeper look at your financial situation – income, college expenses, mortgage, and debt. We can analyze your current policy and see how it aligns with your finances and make recommendations.

If you don’t currently have a policy, we can work with you to find one that’s a best fit for you and your family.

You want to ensure that your loved ones are provided for after you’re gone, which is why discussing your life insurance options with a financial advisor is so important. We can review your current financial plan and unique situation to determine which type of life insurance policy can help protect your family against the financial expenses they would face in the event of your death.


Education Planning

Deciding how to save for your children’s college education is an important part of your financial planning.

We’ll look at your income and recommend funding options to help you save for your child’s future and coordinate those savings into your financial plan.


Estate Planning

Having a will and trust is great start when it comes to your estate planning – we can coordinate with your estate planning attorney to help you understand the complete picture of what happens to your assets after you’re gone. This means making sure that your wealth is set to transfer to the appropriate beneficiaries, knowing the tax implications, and the process that your loved ones would encounter when it’s time to transfer your estate. We also work with you and your estate planning professional to keep your estate and financial plan aligned with your goals.


Centers of Influence

We work with a network of professional referrals that, when coordinated with, help us manage your wealth and financial plan.

To help develop a comprehensive financial plan, we recommend establishing relationships with trusted attorneys, mortgage consultants/companies, and tax professionals.


Cash Flow Management

We offer a range of cash solutions that can help you take advantage of opportunities while leaving your investment portfolio intact.



If you’re a small business owner, we can help you attract and retain talent with a small business retirement plan. We can help you design a plan, select a range of investments and provide end-to-end service and support, so you can focus on your business.



What type of lifestyle do you want to maintain during retirement – do you envision yourself traveling to must-see tropical destinations with your spouse? Or maybe settling down and spending time with your loved ones? Whatever your ideal lifestyle is that you want to carry on throughout retirement, it’s important to take that into consideration when developing your financial plan. We will work with you to understand what expenses to prepare for throughout your retirement and build a plan to suit your needs.


What is a fiduciary?

A financial advisor who is a fiduciary, puts your interests first. The work they do is transparent, holistic and centered on your financial well-being. A financial advisor who is a fiduciary, puts your interests first. The work they do is transparent, holistic and centered on your financial well-being.



We do more than just a build a plan for you – we have solutions available to help make sure that your wealth is working for you and your financial plan.

  • Complete portfolio solutions for a range of investing goals
  • Custom high-net-worth solutions tailored for your unique situation
  • Investment strategies for wealth accumulation to income distribution
  • Investment solutions: The AssetMark, Inc. platform, a SEC registered investment adviser
  • Financial planning solutions: eMoney
  • Portfolio comparisons: PortfolioEngine, Kwanti


Developing a comprehensive financial plan means understanding your goals, situation and the amount of risk you’re willing to take with your investments. Reconciling your comfort with risk and your financial objectives is crucial to a successful plan.

We’ll work with you to identify your risk tolerance and demonstrate how your portfolio may respond to different market environments.


Risk Assessment

We get started by getting to know you, and your unique situation. We’ll work with you to understand how much risk you’re willing to take—as well as how much you may need—to keep you on track for your financial goals.