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Connecting Means with Meaning

You’re accomplished. You’ve accumulated and saved. You’ve found that hard-earned richness of life, family, friends and financial means. It's time to connect what you’ve saved to what you truly want from life, to live ideally and intentionally, prepared for that inevitable tomorrow.

ARE WE A GOOD FIT?

Who We Best Serve

Retired US Military Officers

Physicians

Attorneys

Corporate Executives

Consultants

Entrepreneurs

Big Four Partners

Other Professionals

Find the financial confidence to live your life more intentionally with a thoughtfully designed, comprehensive financial plan and investment strategies that support your values and your goals.

Our work is the most impactful for those who have achieved a certain level of financial success and financial complexity. If that’s you, reach out for an initial consultation.

Top Questions Our Clients Ask

  • We don’t know if we're on track? It feels like it could be a lot, but is it going to be enough?
  • We have money, but It feels like it is all over the place and not organized and just wish we could get a coordinated plan that makes sense of it all.
  • We are not sure we are doing all the right things with the money that we make and the money that we have. Could we be doing more or doing better with what we have?
  • What other things should we be doing? What are we missing?
  • We pay so much in taxes. What can we be doing to help with that?
  • It feels like we make all this money but where does it all go? Are we saving enough?
  • Can we start to enjoy some of this money now?

Top Questions Our Clients Ask

  • We don’t know if we're on track? It feels like it could be a lot, but is it going to be enough?
  • We have money, but It feels like it is all over the place and not organized and just wish we could get a coordinated plan that makes sense of it all.
  • We are not sure we are doing all the right things with the money that we make and the money that we have. Could we be doing more or doing better with what we have?
  • What other things should we be doing? What are we missing?
  • We pay so much in taxes. What can we be doing to help with that?
  • It feels like we make all this money but where does it all go? Are we saving enough?
  • Can we start to enjoy some of this money now?

Financial Guidance for a Life Free of Regret

Stories of Lives Changed Through Financial Planning

This is a case study and is for illustrative purposes only. Actual performance and results will vary. This case study does not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted. This case study does not represent actual clients but a hypothetical composite of various client experiences and issues. Any resemblance to actual people or situations is purely coincidental.

Partner

(at Law Firm, Accounting Firm)
"This was supposed to be rewarding,” he said, but truly, Andrew just wanted less. He was an accomplished attorney addressing burnout. Confronted with the ominous choice of accepting a partner offer at his law firm, he was in distress. He had earned and saved but still didn’t feel quite secure, because no one could help me make sense of it all. While as a senior partner and very comfortable supporting his family on his $600,000 salary, the expectation was that the only right answer was more. Wouldn’t he be happier if he was an equity partner making $1,200,000? Isn’t that the right thing to do for his family? His mental and physical health were suffering as was his marriage to Kate. But, taking that next step, partnership, even with the additional travel and dreaded business development expectations, seemed like the thing to do. Isn’t more, better? After meeting with our team and analyzing every aspect of their financial life, we were able to ease Andrew and Kate’s fears, urging them instead to consider something quite unexpected – decline the partner opportunity with the firm. We developed a financial plan and investment strategy that focused on simplification and on what mattered. Less mortgage debt. More disposable income. Less complexity. Spring break with the kids. A three week summer family vacation every year.

Physician

Martin was an established physician with a thriving practice and a patient community that adored him. He was successful. He lived modestly, saved intentionally and had paid off all medical school debt. He owned a modest home outright, had minimal consumer debt and was happy with his life. It was at this point, assets aligned and future savings secure that he realized he wanted something different. What did his “success” amount to, really? What would retirement look like? Was this all that life had to offer? We met with Martin and talked about success. We learned of his passion for walking the trails in his community and listened to him talk excitedly about a small lake near his home. There was property on the lake and it was lovely. He also spoke fondly of architecture and his passion for design. After a comprehensive analysis of his finances, and a few more discussions about values, goals and interests we asked, why not build your dream house on the lake? He thought the idea was crazy, at first. Then, we showed him how sensible it was, given his financial situation, to build the house of his dreams, on the lake. He’d be close enough to continue his practice, yet far enough away to relax in solitude and ultimately retire in a place he already adored. Martin sends us the occasional snapshot from the balcony of his custom built home. A sunrise over a misty lake is truly a joy. The permission to enjoy, is well within anyone’s reach.

Retiring Military Officer

Sometimes dreams get placed on shelves. Military careers, while enriching and rewarding in their own right, are often a sacrifice for the families of career military officers. Michelle dreamed of living in a small mountain community with her family, skiing in the winter and hiking in the summer. In support of her husband’s career, she fulfilled her dreams, as she could, on weekend excursions and holidays. Eventually, it was time for her husband to retire. He had managed a successful and decorated career as an officer in the USAF and had finally decided to hang up his wings and retire. The family had lived modestly, saving and planning for this time in their lives. They came to us with a clear plan and a dream. With our background and experience in military benefits, pensions and compensation, we were able to align their dream of living in a small mountain town and even went so far as to recommend living near Michelle’s grandchildren in the Front Range of the Southern Rocky Mountains. Dreams can only be deferred for so long. We’re so blessed to have the opportunity to share the joy with Michelle and her family each year when we connect to talk about plans and see pictures of the grandkids swimming in the lake near their forever home in the mountains.
Azimuth-Relief

Investment Minimums

Diligent and prudent savers, our clients engage our services with savings and investable assets from $1 million to $5 million, growing with us from there. Our competitive pricing schedule reflects the quality and comprehensive service we deliver. To inquire about our services and your particular circumstances, please get in touch.

Giving Guidance for Service

Military benefits are complex. Many investment managers aren’t aware of the circumstances surrounding payouts to service members and their families. As the wife of a retired career US Air Force officer, Christy has first-hand experience with the particulars surrounding US military benefits, pensions and compensation and an intimate awareness of the needs of military spouses and families.