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Life is a Balancing Act. We’re Here to Be Your Spotter.

We have a young family. It is a circus of awesomeness most days and horror movie others (try potty training). Sometimes we feel like we can conquer the world and other times we just want to stay in bed.

We often forget about things that seem too far in the future because of all that is going on in our lives with trying to keep our relationship strong all while having babies, raising young kids, buying our home, and making our way through careers. One thing we both know that we can’t forget is financial planning. We know that we need to plan for retirement, college, another market dip, and job changes now. Our parents are telling us a lot of things which helps, but we know that they don’t have the time to be our financial planner. We want to have someone who can walk us through creating a strategy that suits us. We have seen our parents lose so much in 2001 and 2008, we don’t want to be in that boat.

Our goals are to build a strong, secure financial base built on a strategy that we understand and believe in. We want to be able to balance family, work, and our own health. We definitely don’t want to be killing ourselves for a few more dollars when we are older and on the flip side of that, we still want to enjoy our lives between here and retirement. Traveling, spending time with friends, learning new things, and experiencing life are all important to us.



Our Process

Four Great, Unexpected Places to Raise a Family

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Our History

A Cheat Sheet for Sending Your Kid to College

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Our Values

A Look at Diversification

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