Our global financial system is highly complex, your financial life doesn’t have to be.

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Hello beautiful human,

You’re here because you need help but where to start seems overwhelming and finding someone you trust, near impossible.

Even worse, you’ve met or worked with a financial professional or two and have walked away from those meetings more confused or frustrated then you went into them.

After two decades of this work, and a lot of life, here are a few pillars important to our work with clients:

  • Financial skills are like any other skills (brushing your teeth or driving a car – nobody is good at it when they first start) and that’s ok.  Start somewhere and make progress.
  • While all financial decisions can be quantified one way or another, there is no one right way to build, protect, or enjoy wealth.  What’s right for you may look different than your uncle or neighbor.
  • Systems, not products, affect how to meet your financial goals 
  • And finally, speaking of systems, money is one of the only areas of self care where you can automate almost everything, pretty easily.  

Don’t let another year go by with important financial questions lingering, and don’t settle working with a professional that’s not right for you. 

 

Financial Planning

A 3 step process designed to show you what is financially possible and choose a clear path to achieve it.

Impact Investing

Pursue your financial goals and a more sustainable world through impact investing.

Our Advisors

Jenifer Sapel, ChFC™WMCP™

I’ve done my fair share of wrestling with money.  Growing up, it was a subject wrapped in a lot of mystery and stress.  As a type A first born, I initially went to the other extreme, dedicated to conquering it, I bought my first home at 21 years old and  pursued finance professionally.

Carol Parrish, RICP®

You’ve probably heard “Life is a team sport”. Like a coach, I build a team for each client, to help create and execute a financial playbook customized to their needs and goals.  It doesn’t matter if they’re a rookie or an all-star, we provide the right equipment and game plan for them to win.

3 Seats

Recently I was fortunate to be selected to attend an intimate gathering of women from all over the world to discuss how to best use money (capital, for us, finance folks) to create a world that is less violent and more equitable than our existing...

What’s Long Term Care?

Most of the time when people hear long-term care they think, of insurance or nursing homes.  So let’s start by clarifying..... Long-term care is simply, chronic care (as opposed to acute care).  The chronic distinction is important because medical...

Retire the word retire

I’ve found that in my almost 2 decades of working with people, no one has really liked the word retire.  We retire old socks or worn-out tires, let’s not retire people the same way.  Gaining popularity instead is the term financial independence,...

Jeans shopping

I’m not a huge fan of shopping in general but jeans are in the top 3 list of least fun items to shop for.  You can spend so many hours, try several different stores, and still…. Finding the right fit, the right level of comfort, at the right price...

Complicated

My great-grandparents were dairy farmers and I was lucky to see and remember the house my grandmother grew up in.  Nothing that today’s family of 7 would consider comfortable, the outhouse from the time prior to indoor plumbing still stood, unused,...

Money & Relationships

A few examples of how money and relationships can be complicated…. Two working spouses deciding who will take the primary care role for children, or steps away from work, while the other leans more heavily into career Parents answering children’s...

Stock investing simplified

Magnify Money did a survey of 1000 Americans, equally proportioned among baby boomers, millennials, and gen X, and found that 60% of them felt anxiety when considering whether or not to invest in stocks. Allow me to offer an analogy in an attempt...

Gender Metrics Portfolio

Have you ever purchased something that makes you wonder how you survived without it before?  Every time I discuss this new stock portfolio we are now offering; I wonder why it took so long to develop it.  I keep thinking…. We know that biodiversity...

Financial Women in History

As we close out Women’s History Month, allow me to share a few historic women who have made significant financial contributions to the world. Katherine Dexter McCormick Born in 1875 into a prominent family she essentially single-handedly funded the...

Feeling Behind?

Each week we talk to people who think they are financially “behind.”  People who wished they would’ve bought a house or rental property 3-5 years ago when they were considering it.  People who have money sitting in bank accounts that were about to...