We believe that the fundamental purpose of financial planning is to help people make better and more consistent financial decisions. Money is best used in a manner that supports one’s life, rather than being the driving force in the decision-making process. Many financial decisions revolve around topics like investing, tax reduction, or cash flow planning, but some of the biggest and most important financial decisions we make are actually about things Beyond the Money. We apply academic, evidence-based principles in the technical areas of financial planning and marry them with your unique financial personalities and lifestyle to create a plan that works for you. We strongly believe in a collaborative process where we serve as advisors to you, your family’s CEO. Welcome to Your Personal Boardroom™.