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Our Firm

As a full-service or comprehensive wealth advisory firm, we're committed to guiding our clients through our proprietary Brick House Planning Process tm in an effort to leave no stone unturned. 

After helping our clients to reorganize their financial affairs (Reorganize their Financial Garage), our truly unique discovery process helps us to estabish our clients relationship with money and uncover any financial decision making biases that may be interfering with their stated objectives (Writing their Story).

Only after identifying where a client is coming from, can we now work through our Gap-Analysis. The Gap-Analysis takes us through the 14 signature elements that, to us define comprehensive wealth management. This shows where attention is most needed.

As a fee only fiduciary, we direct our work and attention to those specific areas that can most improve a clients financial life, without need to consistently bring up financial products when not appropriate.

Please call us if you have any questions about our firm or the range of consulting services we provide.