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Why We Exist:
Our Why is simple. We exist to help families and individuals make wise decisions with their money. Giving them the freedom to live lives of intention and purpose.
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What to Expect:
- Understand - your goals and where you want to be
- Diagnose - in your current situation
- Analyze - your current plan with your goals to see what adjustments are needed
- Implement - next steps to get your closer to your goals
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Our Process:
We believe that everyone should have access to a comprehensive financial plan.
Our process to implement that is simple. We use the analogy of building a house. We are here to help you along every step of the way. This image is our process starting from the very bottom working up.
Our Values:
We strive to uphold these values and work best with people who do the same.
- Wisdom
- Trust
- Transparency
- Humility
- Truth
- Generosity
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
West Hartford Office
- Phone:
- 860-308-3149
Hours
M – F: 9 a.m. – 5 p.m.