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Comprehensive financial planning

You plan for a lot more than just your investments, and so do we. Comprehensive financial planning means we can help guide you through any financial decision, not just retirement accounts: how to evaluate college financial aid packages, when to exercise your stock options, how much cash to keep for emergencies, and anything else where we can clear up financial uncertainty to help you sleep better. 

Our specialties include socially responsible investing (SRI), woman-led households, and P&G employees.

We start with your family's goals (where do you want to be in 5, 10, and 30 years?) and touch on every branch of the Service Wheel below in your first year with us, so that you can feel confident you are taking care of your family's future.