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Maximize Your Return on Life 

Our Maximize Your Return on Life Solution is a
comprehensive approach to financial planning and investment management.

We begin by listening, which is essential in understanding your  “big picture”.  We then organize and clarify your financial life through our Personal CFO checklist.  We create a customized financial plan that incorporates your goals and values, and implement the plan with our “Value Added Indexing™” investment management, using world class money management partners such as Vanguard and Dimensional Fund Advisors.  

We continuously monitor and update your portfolios and financial plans. The benefit is that you can channel your energy into productive and enjoyable pursuits – family, work, community, retirement – knowing that the “money” part of your life is well-planned and on track

Our Maximize Your Return on Life solution involves:

Organizing and Clarifying

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Incorporating Your Goals and Values

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Comprehensive Financial Planning

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Disciplined Investment
Management

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Ongoing Monitoring
and Updating

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