Keeping your best interests, values, and mission at the center. Always.

As your fiduciaries, our team always puts your best interests first. Our mission is to help you be incredibly successful at reaching your goals. We aim to meet you where you are and develop a collaborative relationship that provides peace of mind and confidence in your financial journey. This starts with developing a deep understanding of you, your goals, your priorities, and where you want to go vs where you are today. Then, we get to work on developing data-driven holistic plans to help you meet those goals. Life is not linear so our focus then turns to ongoing optimization of the plan to ensure you are always on the best path.

Discover

To build a proper foundation on which to build a better long-term plan, we will develop a deep understanding of you - your values, goals and challenges, and aspirations - to ensure your financial and personal priorities align. It's important to learn where you are at today and where you want to go. This sets the table for a true partnership built on trust and confidence that we are working towards your goals.

Expect:

2-3 discovery sessions
Comprehensive Life Planning and Financial Wellness Checklist
Asset Map and Financial Wellness Snapshot
Financial Wellness Gap Assessment

Build

We build and continually evolve a comprehensive financial plan designed to meet your life goals. Providing clarity and simplicity is at the forefront of our interactions by taking an education-first approach to complex elements of your plan. Our ongoing collaboration ensures that your changing needs influence the evolution of your plan from granular goals like optimizing debt and paying for college to preparing for more ambitious goals like wellness, family, starting a business, and making a long-term legacy impact.

Expect:

2-3 strategy sessions
Comprehensive financial plan with scenario options

Defend

Your life be incredibly interesting and full of changes. As your goals and values change, so will our strategies and advice. To remain effective, our investment strategies will evolve as the world changes. We do not provide rigid, set plans. Instead, we remain fluid so your plan can evolve with your changing needs and defend you against new risks. Along the way, we will continually and proactive educate you on changes in markets, tax legislation, global economies, and the evolution or emergence of new strategies that can better help us meet your goals.

Expect:

Quarterly check-ins
Continuous monitoring vs the plan
Out-of-office advocacy with your other advisors

Our work doesn't end with the initial plan or its implementation. We will be with you during your financial journey to continuously optimize the plan to changing conditions or better ideas and guide you through life's financial decisions.

Purposeful Discover

Our primary focus is to gain a deep understanding of your non-profit organization's mission and unique needs. We begin with a mission listening session, where we delve into the core of your mission and vision. Engaging with all stakeholders, including board members, volunteers, donors, and beneficiaries, allows us to gather diverse insights and perspectives. We review your mission's past achievements, community feedback, and financial health, providing a comprehensive picture of your organization's impact. This phase ensures we uncover the strengths, weaknesses, opportunities, and threats your non-profit faces, laying the foundation for tailored solutions.

Expect:

Mission listening sessions
Voices from the ground
Problem definition and opportunity identification

Co-Designing for Impact

We work closely with your non-profit to craft solutions that align with your mission and goals. Collaborative governance workshops foster engagement, ensuring that board operations align effectively with your organization's mission. We assess compliance with 501(c)(3) requirements and other regulations to maintain your tax-exempt status and build trust with stakeholders. Financial strategy development includes budgeting, revenue diversification, and expense management, all designed to maximize impact. Implementation roadmaps with specific steps and resource allocation plans guide the execution of initiatives. This phase aims to empower your non-profit with actionable strategies that drive positive change while preserving your mission's core.

Expect:

Collaborative workshops
Mission-aligned and financial stewardship blueprints
Developing an impact journey

Nurturing Growth

Our focus shifts to the execution of the strategies developed in the previous phases. We kick off the implementation with energy and enthusiasm, ensuring everyone is aligned with the mission and the roadmap ahead. Guided pathway implementation involves hands-on support, ongoing guidance, and regular review meetings to track progress and address challenges. Mission metrics are established to measure the impact of the implemented strategies, fostering a culture of continual learning and adaptation. The phase concludes with a reflection on milestones achieved, promoting confidence in your non-profit's ability to maintain positive change while focusing on its mission to make a lasting impact in the community.

Expect:

Guided pathway implementation
Touchpoints and feedback sessions
Mission-centric metrics
Continual learning and adaptation

While we take a phased approach to problem-solving, we will maintain an ongoing relationship with you for as long as you need to help with the ever-changing needs of your non-profit with a constant goal of maximizing impact.

Discover

We embark on a journey to understand your small business deeply. We start with an initial consultation to learn about your vision, objectives, and challenges. Stakeholder interviews are conducted to gather insights from key individuals, including owners, management, and employees. Extensive data collection and analysis allow us to assess your financial health, market position, and competitive landscape. We perform a gap analysis to identify areas that need attention and those performing well. This phase sets the foundation for tailoring solutions to your specific needs, ensuring a thorough grasp of your business's current and future potential.

Expect:

Initial consultation
Stakeholder interviews and discovery sessions
Data collection and analysis
Gap analysis

Design

We craft a bespoke solution tailored to your business's unique requirements. We engage in strategic workshops to brainstorm and ideate solutions, ensuring you're actively shaping the strategies. We develop a comprehensive solution framework outlining strategies for addressing identified challenges and opportunities. An implementation roadmap with timelines and resource allocation details the necessary steps for success. Throughout this phase, we work collaboratively to refine and structure the strategies, empowering your business with a clear, actionable plan that aligns with your goals and vision.

Expect:

Strategy sessions, strategic workshop
Solution framework
Implementation roadmap

Deliver

The focus turns to executing the strategies outlined in the Design phase. We begin with a kick-off meeting to align all stakeholders and initiate the implementation process. Robust project management tools and methodologies ensure that initiatives stay on track, on time, and within budget. Regular check-ins and feedback loops allow us to gauge progress and make necessary adjustments. Performance metrics are set up to measure the success of the implemented solutions, enabling continuous improvement. This phase ensures that your business is equipped with a well-crafted plan and receives the ongoing support needed to drive success, maintain adaptability, and achieve sustainable growth.

Expect:

Implementation management
Project management
Regular check-ins and feedback loop
Performance metrics and monitoring
Continuous improvement

While we take a phased approach to problem-solving, we will maintain an ongoing relationship with you for as long as you need to help with the ever changing needs of your business.

Let's get started with a complimentary consultation and introduction

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