Dreaming, after all, is a form of planning. ~Gloria Steinem
In our business, we tell people to dream. ~Tom Shepard
Located on the gorgeous Southern Maine coast, we serve clients throughout the United States. We have over twenty years of experience in financial planning, coaching & advising and have built our company upon understanding that 1. money is a tool best used to help you live the life you want, and 2. your health & wealth are intricately linked. Ours is an active management approach, making the most of your financial opportunities so that you may be confident in a strong, supportive financial plan customized to you.
We are guided by our core beliefs.
- You were born with a natural way of relating to money, your financial nature.
- Knowing your nature is necessary to create an appropriate financial strategy.
- There is no such thing as a one-size-fits-all financial approach; our financial planning does not force you to conform to the financial system but instead uses services, products and tools around you and your best interests.
- A life that is good enough isn’t always enough.
- Everyone is able to experience a better financial life no matter their nature or current financial state.
- By making an intentional financial practice part of your life you will experience less stress and better overall health.
- Evolving with others, as a couple, family, a business, or any group, requires a common financial language which will reduce financial stress and conflict.
- Evolving with your money is an empowering, joyful, rewarding journey.