“Every time I turn around, there’s another financial decision to make. How do I know I’m making the right ones?”

No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. Learn more.

Fee-Only, Holistic Advice Leads to Better Financial Decisions and Fewer Worries

Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. Learn more.

Advisors Who Put You First

As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change. Learn more.

Financial Planning

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. Learn more.

Investment Advice

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. Learn more.

Taxes

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. Learn more.

Our Approach to Financial Planning

Fee-Only, Holistic Advice Leads to Better Financial Decisions and Fewer Worries

Taxes and investments are key components of your personal financial plan, but peace of mind comes from attention to all aspects of your financial life. The Importance of Integration Does this sound familiar? You go to a stockbroker for … [Continue...]

From The Blog

Do You Have Small Company Stocks in Your Investment Portfolio?

Hello! One of my investing commandments is “Thou shalt diversify”. For the stock portion of your investment portfolio this means buying large company stocks and small company stocks from all over the world. Read on to learn more about the “punch” that small company stocks can give your portfolio. Best, Michelle Morris, CFP®, EA BRIO Financial Planning… Continue

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