How it Works

Utilizing a Holistic Financial Wellness philosophy, we approach and develop your financial plan from a total wellness perspective. Through a series of meetings, we will dive deep into your priorities, lifestyle, resources, and dreams, and together, we will design a map for your future financial health. After implementing your customized plan, we provide ongoing monitoring, reviews, and support to make any needed adjustments. Life changes, and we will be there every step of the way.

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Creative Guidance for Your Journey

Life often brings many challenges, but we prefer to look at them as opportunities to improve your financial future. To fully capture these opportunities, you need a creative advisor and support team that has a vision for the future, attention to detail and a passion to provide dependable ongoing support. Let’s have a conversation that focuses on how you can make the best use of your financial resources to help protect your family and lifestyle.

We provide our clients with a sense of financial comfort, knowing that there is a plan in place that will address both the expected and unexpected life changes and transitions. Let’s have a conversation that focuses on how you can make the best use of your financial resources to help protect your family and your lifestyle from life’s challenges.

Some of the most common family transitions that we see are:

  • Job promotion or change

  • Children entering college

  • Empty nesting

  • Health challenges within the family

  • Downsizing

  • Retirement

  • Marriage/Divorce

  • Bereavement

  • Recent college graduate or newly entering the workforce

A Plan for Life

While there’s no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help you confidently prepare for all the what-ifs.

Our Location

2455 Bennett Valley Road - Suite B200
Santa Rosa, CA 95404