Proactive Financial Planning
The purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most.
No two people have the same goals and values, so we help you craft a framework for making a lifetime of smart financial decisions in light of yours.
We advise on and help manage every aspect of your financial life. This ensures we catch problems while they are still small and take advantage of every opportunity.
We help busy executives in Minnesota and around the country (10 states and counting!) manage their complex financial lives so they can spend more time on what matters most.
Turning your investments into a reliable income stream while minimizing taxes requires a different set of skills than saving. We specialize in making your retirement transition optimal and stress-free.
Our focus is not on timing the movements of the market, but rather crafting long-term plans to meet your goals.
When it comes to investing, your chief enemy is likely to be yourself. As humans, we are biologically wired to be poor investors of our own money. Knowing when to act, and when not to act is the most important facet of managing an investment portfolio.
A proactive, disciplined investment process is imperative to ensuring you capture market returns over the course of your lifetime.
Investing is more of a science than an art. We adhere to the decades of research performed by Nobel Laureates, not the latest whims of talking heads on CNBC.
We believe that making decisions based on evidence rather than predictions will give you the best odds of success. Therefore, our focus is on building evidence-based portfolios and adopting environmental and socially conscious strategies for those who want them.
Evidence-based portfolios are low cost, diversified across the globe, and aim to capture market returns through the use of ETFs, index funds, and other broad market mutual funds.