From helping you articulate your financial goals, to managing your investment portfolio, helping you select sound charitable giving strategies, assessing insurance needs, college savings plans, and more, we guide you to financial and investment solutions that align with your values.
We work collaboratively with you and other professional advisors (like attorneys and accountants) to build a long-term plan that addresses your specific needs. We typically work with our clients as long-term strategists, helping them meet financial goals now and in the future, by providing fee-only, ongoing support. We offer our services nationwide from Boise, Idaho.
Financial planning is a personal process that allows us to craft a strategy unique to your situation, feelings, goals and priorities. Having a realistic plan allows you to let go of anxiety, move forward, and give yourself the highest likelihood of fulfilling your goals. Through financial planning we work together to align your personal finances with your goals, priorities and values by:
SUSTAINABLE, RESPONSIBLE, & IMPACT (SRI) PORTFOLIO MANAGEMENT
We partner with expert SRI portfolio managers to structure and manage a diverse portfolio designed to meet your personal financial goals, accommodate your risk parameters, and reflect your values. We manage portfolios of mutual funds and individual stocks and bonds.
LEGAL & ACCOUNTING COLLABORATION
We believe in partnering with experts to give you the most effective advice. That’s why we lead collaboration efforts with your legal and accounting advisers throughout the planning process to ensure a comprehensive approach to your plans.
We also offer project-based assessments that can help guide your decisions without long-term commitment to our services. With a fresh, outside perspective and recommended steps, we can empower you in taking control of your own financial planning. Reach out for more information based on your unique circumstances.