What do we do

‘I can’t believe a guy like me is talking to a guy like you.’

In my first meeting with a master electrician who owned a very successful business, he said this about 10 minutes in.

It stuck with me and reminded me of my own roots—growing up as a mill-town kid who thought having a microwave was a sign of making it big.

The financial industry AND its advisors are often wrapped in arrogance and elitism.

But that's not how we operate.

Here, everyone deserves a plan.

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Plan FREEDOM

'Retirement' used to mean that you were done...

Work has now become OPTIONAL.

What's next, what is your passion, how do YOU want to spend your time? We are living longer and more meaningful lives!

Plan.It

Plan HOW MUCH

You work. You save. You think you're doing the right things.

Are you on track...and what does that track look like?

Let's find out.

Plan.It

Plan WHAT IF

The 'IF's' don't have to be negative, but we can look at and create scenarios to show the 'good' and the 'bad.'

Let's be prepared.

Plan.It

Plan LEGACY

It is NOT just about money. Legacy is a 'fancy' word, but what do you want to happen, now and in the future?

Plan.It

Plan LEARNING

What do your kids, grandkids, family, and loved ones know about personal planning?

How can you help ensure their definition of success in the future?

Plan.It

How Much Do I Need to Retire?

Click Here for a 30 minute Chat and Get Your 1-Page Plan

What Does a Financial AdviCER do?

Yes, adviCER is correct, because our relationships are advice-driven.

We work in your best interest, always.

As a fee-only advisor, we cannot be paid by investment companies, investment products, or insurance products.

Our clients pay us for advice, as a fiduciary.

100% of the time.

Organization

We will help bring order to your financial life, by assisting you in identifying priorities and goals.

Objectivity

We bring insight from an outside perspective to help you avoid emotionally driven decisions.

We're here to consult with you, your family, and other key team members.

Accountability

This is a two-way street and we can help nudge you when needed to get things done.

Proactivity

We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education

We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Our Three Step Process

STEP

1

Design

The more we know about you and your goals, the better we can strategize.

Identify & Prioritize

STEP

2

Build

Create a roadmap to address your personal priorities, broken into digestable pieces.

Plan & Execute

STEP

3

Support

Life changes? Market volatility? We are here for you proactively and as things change.

Track & Update

Let's Grab a Coffee

We can chat in person or virtually over a cup of Joe...and we can find out if there is some way we might help you pursue your goals and become better... organized, balanced, present...

Schedule a Quick Chat