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FEE-ONLY FINANCIAL PLANNING

Accessible. Strategic. Meaningful.

Clarify, problem-solve and illuminate your financial life with our disciplined planning process. Work with us to optimize your cash flow, investments, insurance, estate planning and more.

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SOCIALLY RESPONSIBLE INVESTING

Invest with your values

Your values are reflected in every decision you make. We help incorporate those values into your investments and encourage your money promote a peaceful and just world for all.

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GROUP RETIREMENT PLANS

Design. Setup. Advice. Monitoring.

We work closely with non-profits and businesses to create a high-quality, cost-effective, socially responsible retirement plan, while helping employers fulfill their fiduciary duty.

Learn about retirement plan services