Education leads to growing financial literacy, which leads to empowerment. That’s why we’re committed to maintaining a library of relevant content you can leverage to stay informed.


Access to current and past articles we’ve posted related to financial planning topics.


For your convenience, short videos on topics you may have questions on.

Market Commentary

Quarterly thoughts from Chief Investment Officer, Chris Proctor, CIMA®.


You have questions, we have answers to our most commonly asked questions.

Financial Planning Resources

Annual tax limits, important links, and more.

Let’s See if We’re the Right Fit

Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.