Your Financial Roadmap Starts Here

Guiding individuals and families towards prosperity through strategic financial planning with expertise and care.

As a firm, our primary focus is to meet the financial needs of our clients. We believe in developing a partnership with our clients through mutual integrity, respect and the willingness of all to work diligently towards the accomplishment of the goals.

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Our Comprehensive Financial Services

Women in Transition  |  Asset Management  |  Financial Coaching  |  Retirement Planning

Estate Planning  |  Small Business Retirement Plans

Who We Serve

Individuals

Happy women

Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices...

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Families

Mother and son

As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on...

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Business Owners

Business owner

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services...

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Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

So what are the steps?

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    1. Introductory Meeting

  • This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

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    2. Exploration Phase

  • Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

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    3. Detailed Planning

  • Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.

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    4. Ongoing Aid and Advice

  • Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

Our Difference

The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

Meet The Team

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, as a fiduciary, we strive to be our client’s trusted advisor.

Jill Isbell

CFP®

Owner/Senior Advisor

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Yenni Cheshire

FPQP™

Office Manager

 

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Start Your Journey Today

Take the first step towards financial success by scheduling a personalized consultation with our advisors