Our Mission

Our only mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.

We understand that every person has a unique vision of their Ideal Life.  We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. 

 

Our Services

 

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Latest Blog Posts

Everyone Should Have a Financial Advisor, Even You

Do I need a financial advisor

There are two schools of thought when it comes to financial planning:

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Tips for Protecting Your Important Documents When Disaster Strikes

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On July 4th and 5th of 2019, two major earthquakes – in fact the biggest to hit Southern California in decades – reminded us that disasters like earthquakes, floods, tornados, fires, etc. can strike at any time. The two  early July quakes registered in at 6.4 and 7.1 and they could be felt from Los Angeles to San Jose. Thankfully, the two quakes hit a sparsely populated region of California and there were no reported casualties – but the results of the quakes are significant enough that they can be seen from space. No matter where you live, it is wise to be prepared for disasters. Here are some tips to help you keep important documents safe and what to do when disaster strikes. 

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Ready, Set, Goal!

A goal without a plan is just a wish

Setting goals can be a tough task, but it is an important step toward securing your financial future. Before we create a financial plan, we'll work together to define and document your goals. Here's a primer to help you get started:

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