Planning to Thrive
Your hard work, savings and preparation should enable a working life well lived, a retirement well supported and a legacy that is meaningful. We provide relief with organized strategies and detailed financial perspectives that empower you, provide you the confidence to thrive and enjoy now, into your retirement years and beyond.
Reflecting Your Values
When we deliver financial plans, they’re more than spreadsheet summaries. Our financial plans are life plans, detailed reflections of your values, maps to your ideal life and a brilliantly integrated future. We allay fears and align intentions. We have fun, work hard and design a plan that is a true reflection of your values and aspirations.
Speaking Your Language
As your trusted financial partner, we work with you to truly understand your life and your priorities. Embracing your perspective, we discover what excites you and ease concerns in ways you understand. With care and communication, free of jargon, we collaborate on strategies for your best life, ending each planning meeting clearly aligned with plans for your financial present and your future.
Compassion, Understanding and Deep Financial Insight
We really are thorough.
Specialists in the nuances of financial lives, we translate this expertise into insight and guidance for you and your family. From analyzing employee benefits and tax returns to understanding your family’s cash flow and spending, we thoughtfully consider every aspect of your financial life.
Christy Raines, CFP®, AIF®
Founder & President
A Note From the Founder
We want you to reflect on your life with immense pride and a deep satisfaction – pride in prioritizing your financial resources and satisfaction in maximizing those resources to realize and live the life you dreamt possible. Intentionally designed finances work for you like a well-oiled machine, steadily supporting your life with designed intent.
It is this intentional life potential and the delight of our clients that inspire us. We’re told our work is transformational, our planning and financial alignment nothing short of miraculous. We strive for this daily, for thoughtful and committed planning that sees you realize your life’s ambitions with confidence, assurance and joy.
Our mission and our vision is your azimuth, your direction and your life lived with intention.
As Seen In
