We believe in thinking differently. Everything we do is to help families live their most expansive, expressive and meaningful life. We do this by making college more affordable — by making the most of school selection, financial aid, tax opportunities, and by maximizing the resources you have today.
I believe that if we can help simplify our clients’ lives by building a solid financial plan, and give them confidence and more direction, then they can free up their time and spend it in more fulfilling ways. I know how important balance is to a family and how having confidence in your financial plan can enhance that balance.
Life is short and there are many more important things that worrying about money. Let us help.