Our philosophy is in our name! PLACE is an acronym for Planning, Advice, Coaching, Education. It represents our philosophy that financial planning should be about helping people harness their total resources – financial and non-financial - to support and bring forth their best lives and that this requires the integration of planning with advising, coaching, and education.

Financial well-being is viewed as the foundation to a balanced, fulfilling, prosperous life. We believe financial planning must be performed by someone with the highest integrity because too much is at stake. The financial planner must have the client’s best interest at heart and not have interests that are in conflict with that of the client’s. We also believe it is critical to practice financial planning in a way that honors the individuality of the client because planning is viewed as a means to support the client’s unique goals, objectives, life dreams.

We believe that by integrating planning, professional advising, coaching, and education, we can help to effect real change in an individual’s life and most effectively help people savor life. We believe that by integrating these four aspects into one practice, the sum is greater than the parts because our clients can simultaneously progress financially and personally, for maximum results. Because our relationship to money often reflects our relationship to ourselves, we believe that real opportunity exists in the financial planning process to effect not only financial improvement, but also increased personal effectiveness and success.

Our belief is that people must learn the habits of fulfillment, happiness, satisfaction and serenity. These feelings do not just come naturally. We must practice at this way of being. While there are many options for individuals when it comes to financial planning and financial advisors, we feel we offer a wise choice for individuals who believe that financial security is the underpinning for living a great life.