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What We Do

At the core of what we do is our commitment to comprehensive financial planning and advice




How do you know if you're on track?

How do you know you're on track?

If you're not sure, we can help.

We believe families today shouldn't anticipate a successful financial journey - especially across more than one generation - without a without a comprehensive financial  and estate plan in place. Because of this, we developed the Crossover Point framework to help people understand the important financial planning issues people face today.  

And by using some of the most advanced financial planning software in the industry, we can help you become more confident you're on track to achieve the things that are most important to you and your family.


Retirement is by far the most anticipated Crossover Point we address. But, if you want a more comprehensive approach to cover your bases, there are another 7 that should not be overlooked.

The chart below illustrates what we mean. These are 8 threshold issues we believe most families should initially address.

But in all, we've helped clients address over 22! 

You see, crossover points are not necessarily the same as the proverbial “goals and dreams”. Goals and dreams have their place in financial planning, but they are aspirational in nature. Crossover points are more pragmatic, more practical, and often more likely to occur - making their financial impact even more certain - and potentially more disruptive. 

Our Crossover Point Wealth Planning Approach Can Help In These 6 Areas...

Using these 6 steps

Financial planning, account aggregation, goal setting and addressing other important areas of your finances that go beyond investing, are offered for a separate fee (flat, hourly, monthly or in combination) or can be bundled with your asset management fees.* 

*A household minimum investment amount of $500,000 may apply for bundled services

All investing involves risk including loss of principal. No strategy assures success or protects against loss. 

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