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Our Approach

PLAN

How are you navigating your retirement, or the years leading up to it?

Are you dealing with a mortgage, tuition, job uncertainty, or healthcare issues?

GROW

Are you pondering a career change or preparing for a big transition?

Have you experienced a recent loss, ended or begun a relationship, or added a new member to your family?

SHARE

Are you a parent, grandparent, or caregiver?

Do you dream of making a difference in others’ lives or want to find ways to give back to your community?

THRIVE

If you had ample time, money, and security, how would you choose to spend your days?

What would you like to leave behind as your legacy in this world?

Someone's sitting in the shade today because someone planted a tree a long time ago.

-Warren Buffett

PLAN

PLAN

When planting a tree, the best gardeners plan for soil, sunlight, irrigation, and other conditions.

▪ What are your goals, priorities, and motivations in life? When do you see yourself accomplishing these things? Once you are focused on your priorities and timeline, it becomes easier to remain motivated, organized, and proactive.

▪ Do you worry about outliving your retirement savings? Do normal stock market downturns make you anxious? The more we understand the psychology behind where you're coming from, the better we can help you focus on your priorities, understand your tolerance for risk, and balance them against your needs and lifestyle.

GROW

GROW

Trees do not mature overnight, nor do we uproot them each time we see an approaching storm. Although our services vary by platform, our investment philosophy remains the same: if you begin with a strong foundation, you can take advantage of time, not market timing, to achieve steady and sustainable growth.

▪ What changes or difficulties are you facing right now? As long as your goals are grounded in realistic and measurable action items, we help keep you on track during times of disruption and transition.

▪ Remember that mature trees have vastly different needs than saplings. When your situation grows more complex, usually surrounding retirement, we may invite you to transition from the Basic to Comprehensive platform in order to provide more robust coordination between fixed income sources, portfolio risk levels, health considerations, and estate planning strategies.

SHARE

SHARE

Trees have an amazing way of sharing nutrients and information with each other. Similarly, many people strive to make at least one small and positive impact in the lives of family members, friends, coworkers, or strangers.

▪ What, if anything, would you like to share with others, give away, or leave behind after you die? Depending on your situation, it’s important to periodically review your beneficiary designations, trust and legal documents, and insurance coverage.

▪ Have you learned something interesting from our website or discussions that you’d like to share with others? Thank you for referring potential clients in our areas of expertise: pre-retirees, new retirees, established professionals, and women.

THRIVE

THRIVE

If you can’t see the forest for the trees, take a step back from daily details and unintentional habits: revisit your dreams, discover sources of joy, and realign your actions with your values.

▪ Have you ever felt so focused during an activity that you didn't notice time passing, and feelings of well-being and satisfaction culminated in an effortless sense of “flow"? Think about making small shifts in work tasks, home life, hobbies, or social interactions to allow for increased feelings of fulfillment and value alignment.

▪ What does “thrive” mean to you? While financial organization is important, it’s not the ultimate goal of life. We want our clients to use our techniques and discussions to find flow and inspiration; to gain the ability to navigate through difficult times of change, stagnation, or loss with strength and grace.

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