Financial Advice As Individual As You Are™ Fee-Only Financial Planning and Investment Management – Where Your Interests Come First We specialize in working with clients facing a financial transition, whether planned or unexpected. Navigating competently through life’s transitions is not just about the numbers. We take a holistic approach to financial planning. By holistic, we mean the whole picture-how money affects every aspect of your life-not just your investments or your bank accounts. We understand that there are emotional aspects of change and that good planning cannot take place without addressing the underlying emotions.