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Frequently Asked Questions

We bring everything under one roof so your financial life works together:

  • Investment Management — Including values-aligned portfolio options
  • Financial Planning — Our COMPASS process to map your path forward
  • Insurance Solutions — Mitigate risk for your family or business
  • Tax & Accounting — Coordinated advice for individuals and businesses

Your advisor will listen first, then suggest solutions for your situation.

Easy. Schedule a complimentary Discovery meeting with an advisor.

Pick what works for you:

If you haven’t spoken with an advisor, you will need to schedule a Discovery Meeting
which is usually brief and by phone or video call — whatever’s most comfortable for you. This is simply about getting to know you and finding out if there’s alignment with our services.

The advisor’s goal is to get to know you to see how we may be of service. To do this, we need to understand your situation and your concerns. Your advisor may also suggest that you bring particular documents to the meeting (i.e., recent investment statements or tax information) or send them securely in advance. We’ll guide you through what’s needed and when.

It depends on the service. Common fee structures include:

  • Flat fees for planning projects
  • Hourly fees for specialized tax or business work
  • Percentage-based fees for investment management (fees are on a sliding scale
    based on assets under management)

We’ve been transparent about fees for over 30 years—no surprises. The Discovery Meeting is always complimentary.

We focus on quality businesses built for long-term value—not hot tips or shiny objects. We monitor holdings for performance and adjust investment portfolios as needed.

We also offer Stewardship Portfolios for clients who want their investments aligned with their values. These portfolios screen for companies committed to ethical practices and human dignity—because for many people it does matter where your money goes.

Your data is protected with advanced encryption, continuous monitoring, and multilayered security. We also verify any unexpected requests before funds move. You can trust that your information—and your assets—are safeguarded.

Yes. Our in-house Tax & Accounting team works alongside your advisor so that every financial decision is viewed through a tax lens. The goal: minimize what you owe, maximize what you keep, and stay fully compliant in the process.

Absolutely. Whether you’re approaching retirement or already there, we help you answer the big question: “Will I have enough?” We can’t answer that without really understanding what “enough” means to you. A tailored plan considers your goals, timeline, and solutions to any threats to success.

A financial plan gets everything out of your head and onto paper—your goals, your resources, your concerns, your “what ifs.”

Our COMPASS Financial Plan uses your actual data (not generic assumptions) to create a realistic, cash-flow-based projection. It adapts as your life changes. And with our Tax & Accounting team under the same roof, even complex situations get handled efficiently.

We’ve been doing this for over 30 years. Our team includes financial planners, investment managers, insurance specialists, accountants, and tax professionals—all working together.

More importantly, we hire people who care. We’re not just subject matter experts—we want to be people experts. If your situation requires something outside our scope, we have a trusted network of specialists ready to help.