Our Story
We believe that financial planning can be interesting, fun and motivating. Regardless of what you’ve done with your money up to this stage in life, working with us will give you a fresh perspective.
Whether we’re meeting in person in our office or virtually from your own home, our goal is to provide a planning process that feels welcoming and clear.
When it comes to your money, forgive yourself for what you should have done in the past. With us, your plan starts now.
Our Planning Philosophy
Clients’ Interests First
Amy, Jessica and Jay are all Certified Financial Planners. We are committed to serving your needs and goals. That means that our clients— not a product, commission or sales pitch— will always be our priority.
Less Stress, More Fun
It’s overwhelming to try to figure out creating a solid financial plan on your own. Our mission is to reduce your stress when it comes to money matters. Financial planning is serious business, but we’ll also have a little fun along the way.
Clear & Direct Communication
You’re hiring us to make things easier. We promise to explain ideas clearly without complicated industry jargon. We're committed to providing feedback about your specific financial situation, explained in a way that makes sense to you.
Relentless Pursuit of Knowledge
We chose this profession because it fuels our desire to learn and grow. We are always investing time to develop new skills, stay on top of industry changes, and bring you the best tools and technology available.