No matter where you are now, you have an opportunity to live a rich and full life, one that's much more than just dollars and cents. And, the (not-so) secret to living that life is being intentional about what you want, crafting and working your plan to create that life. After all, a dream without a plan is just a wish.
What we do is called Financial Life Planning - Understanding your 'why' makes us a better guide for 'what' you should (and could) do to with your money. Of course, the dollars and cents matter. Your money is here to serve you, to help create a life that brings you and your family true joy, and peace of mind.
What we do is called Financial Life Planning - Understanding your 'why' makes us a better guide for 'what' you should (and could) do to with your money. Of course, the dollars and cents matter. Your money is here to serve you, to help create a life that brings you and your family true joy, and peace of mind.
Services
We're a team united under the belief that our clients (and their goals) deserve a caring ally. For us, this is personal. Scott has served as a trusted advisor for nearly 20 years. Scott's origin story as an advisor was part serendipity, part destiny. For him it was seeing his parents struggle with money, not knowing what to do, or who to trust.
Our sum total life planning process is equal parts personal coach, behavioral science, and financial planning, mixed with all ears. During our 60 minute meeting we will discuss your financial life at length to determine if GDP is right for you. The first step to making positive change in any area of life is awareness.
We were tired of the noise of the status quo, so we focus on what we can control; what we do. Working with us, you will find and refine your 'why' because we focus on you. If you're interested in defining, building, and working on a plan that accounts for the things that truly matter in your life, you're in the right place.
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