LIFE IS A JOURNEY

Reaching long-term financial goals is something to plan for.

Much like that of the PCT, the path of your financial future involves climbs, descents, unforeseen changes, and unexpected challenges. It is a journey that is alive and changing everyday. Creating a plan to conquer these challenges is essential, and understanding what is driving you to your destination will help shape the path you are on. No matter where you start, navigating the unknown is the most critical part of any journey, and this is where we can help.

CONQUER YOUR CHALLENGES

Reaching long-term financial goals is something to plan for.

Much like that of the PCT, the path of your financial future involves climbs, descents, unforeseen changes, and unexpected challenges. It is a journey that is alive and changing everyday. Creating a plan to conquer these challenges is essential, and understanding what is driving you to your destination will help shape the path you are on. No matter where you start, navigating the unknown is the most critical part of any journey, and this is where we can help.

ABOUT US

Who We Are

Independent Fiduciary

Certified Financial Planner practitioners uphold a fiduciary standardThese individuals abide by the code of ethics and rules of conduct articulated by the Certified Financial Planner™ Board of Standards. They are directed to provide their financial planning services as fiduciaries. As a a CFP® and independent fiduciary Steve helps his clients design and implement a journey focused on their  financial goals.

What We Do

Financial Journey

Comprehensive financial planning is holistic.  It considers the entirety of your financial life. Your assets, your liabilities, your taxes, your income, your business – these aspects of your financial life are never isolated from each other. Occasionally or frequently, they interrelate. Comprehensive financial planning recognizes this interrelation and takes a systematic, integrated approach toward improving your financial situation.

JOIN US FOR THE UPCOMING LIVE MARKET UPDATE

Featuring Special Guest Ned Davis Research

NDR will provide a short, yet valuable year-end wrap up including their view of the current economy and what current data can tell us about the markets going forward. They will also address hot-topic headlines and answer questions live via chat.