ADVICE

Life has many phases and the twists and turns are too many to name. The question of whether to seek financial advice is simple to answer – “Yes, do it.” The next question, however, what sort of financial advice to seek isn’t quite so simple to answer. I think about it two ways, either:

You think about it in terms of your life timeline.

Or, you have to weigh the complexity of your finances against your desire for help.

Either way you go, once you have made your choice there are many, many excellent places to turn to get started. And, unfortunately, there are many horrible, devious, and product focused places as well. Since you are here, we hope you will check us out a little more deeply.

Wherever you land, we are fiduciaries. We offer sound guidance and practical tools to bring a sense of order to the financial chaos and restores the calm center to your financial life.