Life Planning
Your life plan is a living document that changes when you change. It reflects everything you have and everything you imagine you could have. Something that is always available to dream with, to reflect on, and to share with your loved ones. It’s the map of the inspired life you intend to live.
Financial Planning
With your life plan in place, we create your financial plan, which shows how all that is embodied in your life plan can be supported. Your financial plan shows how your money can flow in and out of your life. How it can be used and apportioned. How you should budget and how you should spend. How much you will have at any point in time with assumed levels of potential gain and loss in your portfolio.
Investment Management
We create your investment plan with a full suite of global equity, fixed income, and alternative strategies designed to help grow your financial resources so you can realize all that you desire in your life plan. We base our investment recommendations on our core beliefs about markets, diversification, and investment trade-offs, as well as the industry experience and academic research that inform these beliefs.
Your Health, Wealth, and Happiness
Once your financial life plan is in place, we are here to help support your life structures like routines, nutrition, spirituality, relationships, mindfulness and movement. We do this through our educational and inspirational podcast and client events. These address key game changers like managing time, energy and resources; leveraging one's unique wiring and abilities; and overcoming obstacles like resistance, fear, and ego.
