What’s Whole Wealth?

For some, it might be assets, money or nest eggs. For us, it’s those things and a whole lot more. More quality time with the people we love. More opportunities that give us purpose. More experiences that bring us closer to ourselves and each other. That’s what we believe Whole Wealth is all about. And that’s the mindset we bring to financial planning.

Our Whole Wealth Journey keeps you at the center of the process to help identify and attain your top priorities. Whatever your path may look like, our purpose is to make sure your way forward aligns with your core values and intentions.

Are you ready to start planning for a future that’s rich in wealth and well-being?

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Step 1

Unpack Your Story

In this stage, we’ll unpack and explore the why behind your wealth. Together, we’ll take a deep dive—beyond bank statements and accounts—into your personal priorities, goals and aspirations. Discussions span everything from upbringing and relationships to financial traumas and triumphs. Because once you’ve laid out your history, you’ll have a clearer vision of yourself and your wealth as a whole.

Step 2

Define Your Story

 

Here, we’ll take the conversation a step further to define your goals, along with actionable steps to meet them. This will help align your resources with the values you hold closest. We’ll dive deep into your short- and long-term visions of the future – providing in-depth counseling on where your money meets the people, places and experiences that mean the most to you. Think of us as your financial therapists, taking a holistic approach to help you understand and unlock your Whole Wealth.

Step 3

Shape Your Story

Once you know the significance that you seek from your Whole Wealth—the why if you will—it’s time to chase after it. That’s where we come in as your financial planning partners. Our past conversations will guide a path forward that balances your values AND financial objectives. So, your Whole Wealth can grow with you and what matters most.

Step 4

Live Your Why

With a plan in place, the last step is to start investing and living in a way that is true to your whole self and your Whole Wealth. Now is when we help you refine your routine until we find a comfortable flow that you feel confident about. As your trusted financial advisers, we’re here for you throughout this stage and on an ongoing basis. Though this step marks the end of our planning process, it’s only the beginning of a beautiful partnership and Whole Wealth Journey bound by gratitude.

We believe that confidence in your financial future is a fundamental part of life.

But we also appreciate that life is measured in moments and milestones, just as much as money. Which is why partnering with us means planning for it all.

Understand your personal and financial foundation

We believe that confidence in your financial future is a fundamental part of life. But we also appreciate that life is measured in moments and milestones, just as much as money. Which is why partnering with us means planning for it all.













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Ready to find
your why?

We make it a point to get to know you first and your finances second. So, let's get started to get you one step closer to unlocking your inner wealth and well-being.