We are an independent, fee-only financial planning firm with a focus on serving the long-term financial planning needs of clients who value the partnership of a trusted advisor. The truth is that we all need help in making wise long-term financial decisions. We will help you answer the four investor questions that matter most... Are you working with someone you can trust? Do you have the plan that’s right for you? Do you have confidence your portfolio will get you there? How do you stay on track? If you don't know or don't like your answer to any of these questions, let’s talk.