Client Stories

Meet Our Clients

Medical Professional – Meet Amanda

When Amanda came to us over a decade ago, she and her spouse were tired of trying to stay on top of their demanding professions and take care of their finances at the same time. They didn’t know what the right next step was, but they were tired of being spoken down to through rote and unnecessary jargon.

Business Owner – Meet Aaron & Claire

When Aaron and Claire came to us, they were running beyond capacity. Aaron was the founder and CEO of a company that had over 150 employees and counting, and they had a young family they wanted to spend time with. They knew they wanted someone to help them plan, but it couldn’t just be anybody.

Senior Leadership – Meet Holly

Holly had climbed the corporate ladder and was well rewarded for it. She loved her career, she loved what she had accomplished, but now she was encountering the “why” in the road. Why keep going? Should she stop? When Holly came to us, she knew what she wanted to do; she wanted to get out of the corporate world and spend more time with those she loved, and pursuing those bucket list items she never had time for in a world full of deadlines.

News, Podcasts, & Insights

SECURE 2.0 401(k)401(k) For Business
How to Prepare Your 401(k) Plan for SECURE 2.0 Changes

The SECURE 2.0 Act of 2022 (SECURE 2.0) made significant changes to 401(k) plans intended to expand coverage, increase retirement savings, and simplify distribution rules. It’s critical …

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Financial Advisor Estate PlanningGeneral PlanningInsurance
Mistakes Your Financial Advisor Can Prevent

Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.

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Federal Reserve Investing
Federal Reserve July Meeting Comments

On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been since 2001. There have been 11 interest rate hikes so far in this cycle. This was not a surprise, with many analysts expecting this hike after the pause in June.

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