Our goal is to provide personalized, holistic planning with access to ongoing financial advice for individuals, families and small businesses. Most advisors give you a plan and send you on your way. Not us, we have developed a model where we not only give you a simple plan but provide ongoing assistance in reaching your financial goals. Finances are not static, but are dynamic as life's circumstances change. We provide a unique experience where we are available to provide direction for our clients as they navigate life's financial challenges. Some key areas of financial planning included in our services are: Income, Housing, Transportation, Debt Elimination, Mortgage Acceleration, Short term savings goals, Long term savings goals, Pre and Post Retirement planning, and estate planning, just to name a few.