Living Your Best Financial Life

Intersect your heart and mind with an intentional plan.

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the Great Ideas

in finance.

We believe that direction – not Intention – determines your destination, that process outperforms prediction, that success is benchmarked against your goals; not the S&P500 and that evidence-based investing wins over speculating.

A Letter From Our Managing Partner


Objective Advice

For many of us money is a very emotional subject both for ourselves and our families. It’s often hard to talk about and even more difficult to make rational and objective decisions. We offer independent, conflict-free advice to take the emotions out of your financial decisions.

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