Louisville owned financial planning practice. We offer comprehensive financial planning services, retirement planning, college savings, investments and insurance options.
Our practice is built on personal connections with each client in order to deeply serve your financial needs. Our proactive approach is centered around automating good decisions and simplifying your life.
As a client, we systematically monitor and update your financial strategy throughout the year. Regularly monitoring your strategy helps ensure you stay on track and all your important items are kept up to date. You can expect proactive communications from us seasonally, or as important matters surface, letting you know we are on top of your strategy so you can focus on life.
When We Work Together You Can Expect:
Integrity: We put your interests first and communicate with you in a straight-forward manner every step of the way. Your personal strategy is customized to your specific goals.
Simplicity: The most successful strategy is one that is simple and consistent so that you can adhere to it faithfully in good times and bad. We’ll help remove the emotion surrounding your finances by following a disciplined, time-tested investment philosophy (Quality Investments, Long-Term Focus and Diversification).
Education: Financial education and empowerment are at our core. We will discuss your comfort with risk and your relationship with money. We help prioritize critical tasks and schedule times to meet (frequency and location are up to you) to help keep you on track.
Align Values: We help align your investments and strategy with your personal values. You know what you own and why you own it. We also help you set up charitable giving and multi-generational planning.
