About Us

It’s not about us. It’s about you!

You can find out all you want about us in our disclosure document (ADV Part 2).

In the meantime, here is what we want for you:

We believe that the fundamental purpose of personal life planning is to help you achieve your ideal selves. We want for you:

  • To experience passion and vision in your life
  • To feel a sense of safety and peace of mind.
  • To recognize that it’s not about the money, it is about what you want to experience and your life goals. . It’s about your family, friends, loved ones and your dreams that may or may not cost money.

RealPlanning for Real Life

“We yearn for you to experience the impact and benefits life planning has to offer. We seek to provide real planning for real life. What we know is that the life planning experience benefits the individual beyond money. Clients who embrace and honor themselves by investing in themselves experience a greater sense of safety and security, peace of mind, better connections with friend and family, higher self-esteem and life satisfaction than those who do not. They possess a greater sense of control of their lives that encompasses every area of their life.

What you want is a safe place to help you sort out your money and your life. You want to know that you have a trusted friend and advisor who has your best interest in mind and heart. You want an advisor who is not concerned with how much time you need to make sure things get done. This is your life and it is worth your time and our time to help you succeed. We believe that success is an individual or couple’s ability to achieve their goals in life, whatever they may be.

We want to help you pursue true wealth and happiness. We know you know that happiness is not about how much money you have and wealth means far more than money. We also know you want real planning for your real life. To realize and enjoy both life’s journey and the destination of life goal achievements.”

Our Name

When it comes to planning, we believe that intrinsic motivations are far more powerful a force for life goal achievement than extrinsic motivations. For example, we think Steve Jobs was clearly an intrinsically motivated individual who aspired to make a dent in the universe. We specifically chose counsel over management as we believe that there are few, if any, that enjoy being “managed”. However, most of us recognize the need and benefits of seeking counsel from a trusted advisor or friend. We aspire to be both.


Friendship…The comfort of feeling safe with a person, having neither to weigh thoughts nor measure words, but pouring them out, just as they are – chaff and grain together – certain that a faithful hand will take and sift them, keep what is worth keeping and with the breath of kindness blow away the rest.”
— Dinah Mulock Craik (1826-1887)

Our Favorite Inspirational Quotes

We are an independent, fee-only life planning and wealth counsel firm integrating your money and your life providing personal life planning services with an attitude of gratitude. As you search deeper within our site please call or write if you have any questions. We hope you find this site informational, educational, and inspirational. To get you started on the latter and to get a feel for who we are on the inside, here are some of our favorite inspirational quotes:


“Some people see things the way they are and say ‘Why?’ I dream things that never were and say ‘Why not?'”
— George Bernard Shaw

“What lies behind us and what lies in front of us are but tiny matters as compared to what lies within us.”
— Ralph Waldo Emerson

“Always bear in mind that your own resolution to succeed is more important than any other one thing.”
— Abraham Lincoln

“You can’t think yourself into right action. You can only act your way into right thinking.”
— Anonymous

“A creative man is motivated by the desire to achieve, not by the desire to beat others.”
— Ayn Rand

“I am still learning.”
— Michaelangelo

“Life is not measured by the number of breaths we take, but by the moments that take our breath away.”
— Unknown

“Go confidently in the direction of your dreams.”
— Ralph Waldo Emerson

“If you want the best the world has to offer, offer the world your best.”
— Gandhi

“Goals are dreams with a time limit.”
— Julius Irving

“The secret to productive goal setting is in establishing clearly defined goals, writing them down and then focusing on them several times a day with words, pictures and emotions as if we`ve already achieved them.”
— Denis Waitley

“A personal financial plan is the organization of an individual’s (or couple’s) financial and personal data for the purpose of developing a strategic plan (clearly defined written goals) to constructively manage income, assets and liabilities to meet near and long-term goals and objectives (dreams with a time limit). Important to the success of the personal financial planning process is the monitoring and periodic review (focusing on the plan – goals) of the plan to assure that it continues to meet the individual needs (dreams in motion).”
— Cornelius H. Van Zutphen Jr.