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Maximize Your Return on Life 

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

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

We continuously monitor and update our clients’ portfolios and financial plans. The benefit is that clients can channel their energy into productive and enjoyable pursuits – family, work, community, retirement – knowing that the “money” part of their 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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