We believe purposeful, detailed planning can help you create a life that you enjoy.
Credit
Olga Livesey Photography
Our approach is centered around personalized financial strategies developed after listening to your story and learning what you value most. From our first meeting, we want to know what’s important to you. Once we’ve established your strengths, opportunities, and goals, we'll develop a simple roadmap to follow together.
Our values are what drive us.
Purpose
We believe in growing wealth on purpose, not as a measure of significance, but as a tool to create significance, bringing meaning and joy to your life and your loved ones, now and later.
Support
We listen, to understand what keeps you up at night and what keeps you going during the day, to advocate for you, and help you reach your goals in a tax-smart way.
Knowledge
We use our skills, education, and 20+ years of industry experience with wealth creation, retirement income planning, and tax expertise to provide you with informed direction and redirection.
Purposeful Pups!
Meet the four-legged members of our team: Ruthie, Mandy, and Becky.
Our Process
Your financial plan starts with you.
When we advise you, we always start with the “why.” We can’t help you make the best decisions for your finances unless we understand where you want to go. So we ask a lot of questions and we are very interested in hearing your story.
Inquiry
Send us a message or give us a call, and we’ll chat high level about what you’re looking for and how we might help. If we’re in alignment, we’ll schedule an hour to get better acquainted.
Clarity Call
In this meeting we’ll discuss your goals, priorities, preferences, and obstacles. We’ll also clarify expectations and assess if an ongoing partnership is right for you.
Explore & Plan
In our first “official” advisor client meeting, we’ll delve into your finances further and review the beginnings of your plan.
Detailed Planning
With our foundation set, we’ll create a roadmap to address each area of your finances, prioritizing the ones keeping you up at night and outline the steps for financial success.
On-going Support
Life changes, so do your goals. We’ll adjust your plan as your life changes and your priorities shift.
Free Guide
Questions to ask your advisor.
Choosing the right advisor can be daunting. How can you make sure you're getting the best possible advice for your specific needs and goals? Using this free questionnaire, you can equip yourself with the info you need to make a clear, informed decision.
Mailing Address
780 5th Avenue South
Suite 200
Naples, Florida 34102
Office
7164 Hamilton Road East
Stroudsburg, PA 18360