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Our Approach

What Makes Us Unique

Build A Strong Foundation

5 Financial Basics

Over the 30+ years working with thousands of families, we have developed a system that teaches families to take control of their income to provide proper and adequate insurance for their family, build up short term savings to prepare for life's unexpected events, payoff their mortgage, debt and student loans early,  and navigate through retirement.

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Behavioral Finance Focus

LESR Way

If finances were just about numbers, it would be a lot easier. We found a better way. We developed a behavioural finance theory called the LESR Way that states there are four components to personal finance: Logical (math & numbers), Emotional (what makes us feel good), Spiritual (our sense of values and purpose), and Relational (how family and friends are impacted).

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Prioritize What Matters Most

Time & Values Alignment

Too often, we spend much of our time on things that do not matter in the long run.  We like to focus on heartbeats. What matters to you and your family most? Do you spend your time and money on things that bring your family joy and fulfillment? We want to help you align your time and money with your family's personal values.


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Who We Serve

We serve clients all across the United States. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Young Professionals

Young Professionals

Whether you're navigating student loan debt, launching a business, or thinking about purchasing a home, our Financial Planning Process is customized to fit your specific needs and goals as a young professional.

Midlife Families

Midlife Families

From raising a family, managing debt, advancing your career, saving for future milestones like college or weddings, or building your retirement plan to ensure long-term security, we’re here to help you navigate this important stage of your life.

People in Transition

People in Transition

If you're unsure about your retirement readiness, have recently changed or left your job, lost a loved one, or gone through separation, we can help you start this new chapter with confidence.

Retirees

Retirees

From optimizing your investments and reducing tax liabilities to developing a solid income strategy, we can ensure you're well-prepared for your retirement years.

Onboarding Process

Step 1: Client Questionnaire

Complete our electronic questionnaire prior to our Introduction Meeting. This will allow our first meeting to be meaningful and efficient.

Step 2: Initial Meeting

Meet our team, provide clarification on your unique financial picture, discuss and select strategies designed to help you move forward toward your financial success.
 

Step 3: Implementation

Sign necessary paperwork to open accounts and/or get started on your financial coaching journey.
 

Step 4: Ongoing Management

We continue to monitor your progress and make adjustments as needed. After all initial action items are completed our goal is to meet with you once a year to review any updates or changes to your financial situation.