What we believe


  1. We are responsible for our financial futures. 

  2. Charitable giving is an important part of a healthy financial life.

  3. We need to plan to live to be 100. 

  4. Stuff happens – we all need an emergency fund. 

  5. Taxes matter.

  6. There is a place for stocks in all portfolios. 

  7. You can’t time the market.

  8. Debt is the surest way to derail your finances.