All-in, whatever it takes.
Consistent. Predictable. Growing and Learning.
Making a Difference
Impacting and Serving Others
We appreciate what we have, who we work with and why we do what we do
Positively Impacting People's Lives
"Without a destination, we meander. Most of us become quite good at justifying wherever we end up, but would reluctantly admit that’s not necessarily where we wanted to be."
- Brian Portnoy
"Any intelligent fool can make things bigger, more complex, and more violent. It takes a touch of genius—and a lot of courage—to move in the opposite direction."
- Albert Einstein
“Money is a guarantee that we may have what we want in the future. Though we need nothing at the moment it insures the possibility of satisfying a new desire when it arises.”
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
- Robert Kiyosaki
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
“Wealth is the ability to fully experience life.”
- Henry David Thoreau
“It takes as much energy to wish as it does to plan.”
- Eleanore Roosevelt
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffett
"In the cycle of planning and adapting, demonstrating willpower (control before the fact) and resilience (control after the fact) is critical."
- Brian Portnoy, The Geometry of Wealth: How to shape a life of money and meaning