Our Commitment To You 

We believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pro because of our experience in the industry. More than a "financial planner", we're someone you can relate to and share your dreams with. We commit to fitting your investments to your life, helping you understand what you're investing in and why, and encouraging you to stick with your long-term goals. 

Heart of a Teacher, Not A Salesperson

As a Registered Investment Advisory firm, we have chosen to adhere to the fiduciary standard, which means your best interests are our primary concern, from beginning to end. Part of being a fiduciary means that we endeavor to understand your situation so well, that we can help you make decisions the way that you would, if you knew everything we knew. 

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Step 1: Complete Our Risk Tolerance Analysis
(Click Here)

Clicking on the link above will take you to our Color Of Money Risk Analysis tool that shouldn't take more than 2-5 minutes to complete. When you finish the questions, the results will be automatically delivered to us. By answering these quick 11 questions, it helps provide valuable context to our conversation. 

Step 2: A Brief In-Person or Over-The-Phone Conversation
(Click Here)

Name *

Step 3: Be Open and Teachable About Your Next Steps