Most financial planners believe everyone needs what we do. We serve people who want what we do.
We think everyone should have a financial plan. (You can take a look here to see what should be in it.) We think our main job as planners is boiling down all of life's financial complexities into a plan simple enough for you to understand it. But we know this doesn't mean everyone will have a financial planner. For a variety of reasons, lots of people just aren't ready for professional help today. But for those who are ready, who want to be certain that their plan hasn't veered from simple into simplistic, we can help.
Mainly because we walked a mile in their moccasins, we specialize in serving veterans, federal employees and their families. If that's you, we believe we are uniquely positioned to help you plan around your unique circumstances. If that's not you but you're still intrigued by how we work or how we're different from most firms, feel free to contact us anyway. If we determine we're not your best fit, we'll be happy to help you find the firm that is.
Financial Planning for Life’s Transitions