We meet together in person or through Zoom to answer your important financial questions. We review your Elements® scorecard and collaboratively discuss next steps based on your unique situation. We also ensure that our recommendations align with your Statement of Financial Purpose. 

Receive monthly reports based on the 12 areas of financial planning. We also proactively reach out with insights to adjust your plan (or to congratulate you when you reach personal financial milestones!) 

This area is often overlooked in financial planning but can be very impactful. We discuss creative tax solutions and collaborate with your tax professional to develop a tax-efficient plan both today and over the lifetime of your wealth.

Our AMP Absolute Return (AMP AR) portfolios are separately managed accounts comprised of multiple strategies. The primary goal when constructing these portfolios is to protect investment capital as much as possible, especially in uncertain market environments. The low correlation between strategies may reduce the correlation with mainstream financial markets over a full market cycle.*

We have collaborative conversations to determine strategies to guide you towards becoming work optional. "Retirement" looks different for everyone, but it's important that we live a fulfilled life in the present while we build our financial freedom. 

We want to ensure that your financial life is protected. We review and analyze your existing insurance needs and coverages and explore where we may need to fill in gaps with your life insurance, disability insurance, and long term care insurance. 

We want to ensure that your assets are protected and are effectively transferred to your beneficiaries according to your wishes while minimizing taxes.

Do you offer yourself and your team a retirement plan? Not only could you potentially attract and retain employees, but also benefit personally from tax savings as well.