Who We Serve
Families seeking a long-lasting relationship with a trusted advisor.
Maybe you are the Hanford or Battelle scientist type. Or maybe a WinCo clerk, school teacher or web designer type. Or perhaps winemaker, pharmacist, budtender, or physician assistant type. Divorced or widowed? It’s OK. We serve all types.
Pre-Retirees
Early & Mid-Career Professionals
College-Bound Families
Let’s do this! How does this work?
Step 1
Using the button below, schedule a free, 30-minute phone or video conference meeting and we’ll talk specifics about what you need and and what we can do to help.
Step 2
We decide if working together makes sense. When the answer is yes, then on to Step 3…
Step 3
We set up about 3 meetings to start. We talk a lot about you, your concerns and your goals and collect a lot of info. Then we create a customized plan bringing it all together. We work together on completing action items and making progress in your financial life.
Are you a self-motivated, entrepreneur type? Good with people and numbers, how about taxes?
I’m looking to partner with exceptional people. Click here to learn more.
