Why Our Clients Like Working With Us...

As a small company, working with us has its trade-offs, which needs to feel right if you choose to become a client. We are a very informal & relaxed office, a place you can just stop by to say hello, where sometimes we run around in jeans & t-shirts, where the phone is answered by a human being (unless that human being is at the gym over lunch).

Most of our meetings are a conversation rather than a presentation… give-&-take, lots of questions & good information, hopefully some laughs… but not a gazillion-page report labeled “Your Financial Plan.” And it’s just as common for us to have a meeting at 3pm some random Sunday afternoon, or on a Tuesday night at 7pm, as it for us to be closed early on a beautiful Wednesday in June.

We’ll give it our best to tackle questions about what we do, plus plenty that fall outside “traditional planner” areas, & none of them are small or silly. We never want you to feel like a piece of data in a software program somewhere.

It’s our mission to be high-touch & highly-personal. And hopefully personable, too!