Broker Check

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. As we listen to your personal circumstances and specific concerns, we’ll embark on a journey together in pursuit of financial clarity and vision.

Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

Our Process<br/>

Our Process

Beginning with an introduction meeting where we get to know you and your values, we obtain information needed to conduct a review of what you have currently. We find out where you want to go and what you need in order to get there.

A holistic plan is outlined and provided to you. After that, we coach you on how to implement your plan, and then provide ongoing monitoring and support. In order to establish a timeline for your financial achievements, we communicate often and openly with our clients.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution. Adjustments will be made as your life changes and grows for our ongoing financial planning services that we provide.

Individuals & Families

Learn more

Business Owners

Learn more

People in Life Transitions

Learn more

We take a proactive approach to helping you develop a strategy that can evolve over time to achieve the quality of life you desire for you and your family.”

— Lindsey McKay

Mindful Planning

Working with an advisor to create a financial plan that establishes both short- and long-term investing goals can allow you to make well-informed, intentional financial and investing decisions to help you stay on track.

Financial wellness is about the healthy balance between living for today and preparing for tomorrow. It's not necessarily about being wealthy; it’s about achieving a state of mental well-being where you feel you have control over your current finances, are prepared for the unexpected, and have confidence in decisions you make today and in the future.

To be mindful, you need to understand what motivates you to both spend and save money. We want to be realistic about your needs and wants while identifying and prioritizing your financial goals.

Tell Us How We Can Help You Today

Thank you!