We prepare you for your lifelong journey

We start by getting to know you. We ask a lot of questions up front so we understand your goals and circumstances before embarking on the journey with you. Just like a trek, we won’t start without clear destinations, detailed maps, and appropriate supplies. We prepare you to achieve.

Our Clients

Our clients value personal wellness. Wellness may be achieved through their career, while on the trail, or as a volunteer at the local food pantry. They understand it often isn’t achieved alone. That’s where we come in. Our advisors guide each client on the path towards personal financial wellness. A place of confidence in knowing they can weather any economic challenge and accomplish their goals.

Our clients are lifelong learners. They recognize the world is larger than themselves. They want to create positive impact in a way that aligns with their progressive values. That’s our passion, too. We introduce our clients to sustainable investing—investing for profit AND for positive environmental and social impact.

Our Approach

The financial systems of our society are complicated and can leave you feeling stressed. It’s easy to feel buried under jargon and inconsistencies when trying to find answers to seemingly simple questions. But these systems are manageable with an expert planner as your guide. You’ll find we use an approach that distinguishes us from most other advisors.

Planning first. Investing follows. Most financial advisors focus exclusively on investing, without regard for how investments fit into their client’s larger goals-based plan. We always start with a financial plan. The plan drives how we manage your investments. 

Personal coaching is key to client success. As we engage you in the holistic financial planning process we provide you personalized education and support. We’ve found these are key ingredients to our clients achieving their financial goals. We make ourselves available to you throughout the entire journey.

We walk the progressive talk. The world is rapidly evolving. We stay on top of new ideas and opportunities to grow your wealth, and filter out the fads. We stay on top of legislation that could impact your wellbeing. We leverage capitalism to help you contribute to a more just and healthier world. Progressive values guide how we run our business and how we live personally.

Our Misson

• Maximize the likelihood of our clients achieving their current and future financial goals.
• Replace our clients’ stress over money with financial confidence and wellness.
• Empower our clients to create positive social & environmental change.

Values & Beliefs

• Comprehensive wealth planning should be personal and purposeful.
• We are a fiduciary; our advice must always puts the client’s interests first.
• Transparency is key to developing healthy client-advisor relationships.
• We are nothing without our integrity; we follow the rules in earnest.
• We embrace each client’s uniqueness; judgement is not in our DNA.
• We eat our own cooking; we invest our personal capital alongside our clients’.