How We Work

17 years of caring

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Over and over on this site you’ll hear us talk about the importance of planning for the whole client, considering every aspect of his or her life situation. That’s what Integrative Financial Planning is all about.

We ask for a lot of information before we develop a client plan. And, as our clients develop more trust in us, we inevitably learn still more about them and their families. All of this helps us ensure that your plan fits as it should—like a perfectly tailored suit of clothes. 

Our work doesn’t end with your plan. We continue to monitor your situation in light of changing circumstances to prepare you and protect you from surprises. What we cannot plan for, we will see you through.

In fact, clients often call us first when an unusual or difficult situation arises. Helping clients meet challenges and crises is part of our job.

→ For an overview of the services we offer, go to the Our Services page.

→ For the steps involved in getting started, please click here »

   MoneySense Approved Financial Advisor     Top 50 2015

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