A Plan as Unique as you Are
We guide you through each chapter of your financial journey by turning complex decisions into clear choices. Our goal is to build your financial future, together.
Guiding you with Confidence
Our journey together begins with a deep dive into your unique financial landscape. We prioritize not only understanding your expressed goals but also uncovering opportunities and challenges you may not yet recognize.
This holistic discovery ensures we craft a truly personalized strategy, transforming complex financial decisions into a clear, actionable plan for your lasting wealth and well-being.
Our Guiding Principles
These four pillars are the foundation of our commitment to you.
Fiduciary Duty
As a Fiduciary, Doug is legally and ethically bound to act in your best interest, always.
Holistic Planning
We take a comprehensive, 360-degree view of your finances to ensure all parts work in harmony.
Fee-Based Transparency
We provide fee based advice, always acting in the clients best interest.
Needs-Based Approach
Our recommendations are based on your specific needs, goals, and values.
Support During Life's Most Difficult Transitions
When a family member passes away, loved ones are left to make a staggering number of decisions while navigating overwhelming grief. During these times, our commitment is to provide a steady, compassionate hand to guide you.
Our Commitment to You Includes:
- A Compassionate Partner: We are here to listen, answer questions, and help you think through difficult decisions at your own pace.
- Coordination & Support: We take the lead in helping you settle your estate. We will work hand in hand with your attorney, CPA, and other relevant parties, taking the burden off a grieving spouse or family member.
- Settling the Details: We provide hands-on assistance with re-titling accounts, updating beneficiaries, and completing complex claim forms.
- A New Path Forward: We help you create an updated financial system that works for you now, providing clarity and confidence for the future.
- Ongoing Care: We provide access to grief and transition resources, ongoing advice, and support designed for widows, widowers, and their families.
Ready to Start the Conversation?
Fill out the form below, and a we will be in touch to schedule a complimentary consultation.