Our Process is Different.Discover a refreshing new perspective for your financial independence from our fee-only advisory firm.

Only Get Rich Once

The importance of consistent cash flow is one of many simple steps to ensuring your financial freedom. If you are ready for a fresh perspective on financial independence, this book is a must read.

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Who We Help

Entrepreneur

You are a passionate creator, and you invest in yourself first. You view things not as they are but as they could be. Once you gain wealth as an entrepreneur, your perspective changes to protect what you have worked so hard to earn. We guide entrepreneurs through the journey of creating and retaining wealth.

Corporate

The spirit of your compensation plan is to reward excellence and promote a long-term commitment to the organization. Compensation plans are complicated but the rewards for mastering them are significant. From our experience assisting the top talent inside Fortune 500 companies, we have a developed a consistent path for success.

FIRE

The premise of Financial Independence and Retire Early (FIRE) is based on saving enough money now to Make Work Optional as soon as possible. For you, freedom is about defining your happiness and having the strength to stay the course. Our process was built specifically to help people map this journey.

Investment Philosophy

Our investment goal is to replace the monthly paycheck. Work becomes optional when your investment portfolio provides 100% of your family’s cash flow needs.

See how we apply it

Thought Leadership

Financial Planning

Our creative financial planning process helps clients think differently about their wealth. We anticipate the challenges they might encounter, and develop innovative solutions to maintain their Independence forever.

See a sample financial plan

The Point of Independence

Imagine living only on the income your investments earn. Uncertainty and anxiety would be replaced with clarity and comfort. This place is called the Point of Independence (POI) and it is our goal for every client.

What’s your POI?

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Progress toward your Point of Independence is the key to happiness and success. Start your journey toward the Point of Independence by clicking below.

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How do you define wealth?

All investing involves risk including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and income investing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives.

The information contained on the Site provides only a general overview of subjects covered, is not intended to be taken as advice regarding any individual situation, and should not be relied on as such. Certain information on the Site may provide general investment education on various topics. Your are solely responsible for determining whether any investment, investment strategy, security, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. The information appearing on the Site should not be construed as legal, tax, accounting, investment, or other professional advice. You should obtain appropriate advice from qualified professionals in your applicable jurisdiction regarding the circumstances of your individual and unique situation.