Plan for Happily Ever After. Live Happily Ever Now.
We understand that you need more than just a financial plan, you need a process and a dependable guide who lets you take the lead. Gone are the days when you timidly carry your financial details to the seemingly wise old man who takes it up the mountain and comes back with THE PLAN as if it’s some sacred text to solve all of life’s problems. Our four-step financial decision-making process helps you prepare for and navigate life’s inevitable change, both good and bad, as we walk with you side-by-side. After an initial consultation, we’ll determine together if we’re the right fit to guide you on your journey, and if so, we’ll take the first step.
Step 1: Discovery - Imagining Your Happily Ever After . . .
- Discovering your Once Upon a Time – understanding who you are and where you came from.
- Dream big or ‘Blue Sky’ visioning – if it’s something you want, write it down.
- Coloring in the details – we’ll take some educated guesses and make some assumptions to help us chart a course.
Step 2: Strategy Development - Arriving at the Possible, Grounded in Your Reality . . .
- We’ll help you take stock of and analyze your resources and what it will take to turn your vision into reality.
- We’ll identify and quantify potential risks and opportunities.
- We’ll gather the tools you’ll need so you can be prepared for life’s inevitable changes, both big & small, and good & bad.
Step 3: Advice Delivery - Prioritizing Your Happily Ever Next . . .
- This step will take some negotiation and prioritization. It’s best to take small steps toward your goals than trying to accomplish everything at once.
- We’ll guide you through this part of the process to help you align your priorities with your values, and begin setting achievable goals.
- We’ll help you take control of your decision-making process by framing your options within the context of what should be and what is.
Step 4: Plan in Motion - Bringing Your Story to Life . . .
- Together, we will identify no more than 3 action items to focus on in the next 3-6 months, and clearly define Who will do what, by when.
- Continue to review, adapt, and move forward. One of the most important steps in our process is one that we repeat on a regular basis. We will work with you to continually recheck assumptions, respond and think creatively, prioritize the next right thing to do, and help you take action.
Be ready for what comes After Happily Ever After . . .
Sometimes, we are blessed to achieve all of our dreams and then some. Other times, life doesn’t always seem so fair. Through this process, we want you to live every day as a new day knowing that you are prepared for all of the challenges and opportunities God has planned for your life. Schedule an Appointment and together we can make it a New Day!
We can also be reached via text at 401-240-4930.
Products and services. Aligned with your priorities.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
