Comprehensive
Financial Planning

We’ll show you how to take all areas of your financial life into account and steer your actions toward your highest goals. This includes calculating your Point of Choice and creating a plan for obtaining it, reviewing and updating your estate documents, and ensuring that you have the proper insurance.

Tax Planning, Compliance,
& Preparation Services

We’ll guide you through the entire tax season (and beyond) to ensure that you maximize deductions and remain compliant with tax law, and we’ll prepare your taxes for you at tax time. We will project your taxes for years to come and create a plan that minimizes the taxes you pay.

Behavioral Finances

We’ll help you recognize your behavior patterns around money and understand the psychology of why you make the financial decisions you do. Then, we’ll help you adapt when you need to by making Million Dollar Choices™, so that you can realign with your financial goals.

Education

We’ll put our experience in the classroom to work for you and provide you with all the education you need to enhance your financial life. We have added a multitude of resources to our Education Institute for free.