Wealth Building
Our goal is to ensure that you are organized, prepared, and confident.
Financial Planner Services
To help you start building wealth
Where and How to start saving?!
Complicated 401(k), 403(b), & company stock options.
Budgeting (While still having fun today).
Mortgage, student loan, & debt analysis.
Reduce taxes.
Start saving for your children’s education.
Feel confident & in control.
Financial Planning Process
Organize
Where are you today?
We’ll help you gather your financial documents and make sense of it all!
Strategize
Where do you hope to be?
We will have a detailed discussion about what success means to you and how to get there.
Implement
Turn dreams into goals.
We will create actionable steps and investment portfolios best suited to your goals.
Evaluate
Measure and adjust.
Life changes, let’s make sure we are always stepping in the realization of your goals.
Investment Management
Philosophy
Successful investing is the result of proactive planning; unsuccessful investing is the result of reactive panic.
By taking the time to understand your goals we can build a portfolio and investment strategy tailored to your needs, capacity for risk, and time horizon. We believe that investors who develop a written plan have a better chance of avoiding mistakes and therefore higher probability of success.
Ideaology
Our portfolios follow the evidence suggested by decades of academic research and Nobel Prize laureates.
These portfolios consist only of passive low-cost ETFs designed to keep up with the globally diversified market performance. Given that nobody can consistently outperform the markets with any level of certainty, we focus on the things we can control – behavior.
Ready to start building wealth?
The first step is to schedule a FREE introductory call to see if we are a good fit to work together.
Email: [email protected]
Phone: 512-298-2085
