Our Difference

Are these guys really different?

Wondering if we are better than what you are doing now?

Answer: Well that depends a lot on what you are doing now.

Here are the top nine reason we hear:

  1. You are puzzled and unsure about how your money is invested – yes.
  2. You are worried about a better financial future – yes.
  3. You don’t have the time, yet want to do better with money – yes.
  4. You are not sure where to turn or how to start - yes.
  5. You feel unimportant to your current advisor, bank or financial firm – yes.
  6. You want independent recommendations with no sales agenda – yes.
  7. You just want someone with whom you can build trust – yes.
  8. You want knowledge earned from experience – yes.
  9. You want professional quality, yet personal attention – yes.

If you answered yes to one or more. Then, yes we may be better than what you are doing today. 

Okay, but how else? Read on.

We have a process. We call it the “PLAN” process!

Wow! We know. Very original huh!?!

P – Prepare and plan.
L – Look at your choices dispassionately.
A – Act.
N – Never set and forget.

Simple. Uncomplicated. Easy to remember. 

Hard to do.


Sounds good. But you may wonder, when are you not a first choice? When should I not hire you?

1. You want us to tell you we don’t charge any fees for our work. Love to if we could. Suffice to say, we are very competitive.

2. You want us to promise we can time the market. Nope. 

3. You want us to know just enough about you before making a recommendation. Then we gotta admit, you wont like our plan based approach.

Honesty is the best way to begin any relationship.

Sound good so far?

Great! So what's next? Build a plan.


Build your plan