WHY?

When is the last time you asked yourself this question? Knowing your WHY is like knowing your destination for your next vacation. For most people, though, they focus more on the vehicle than the reason for investing in the first place. Here's some specific questions for your WHY:
• If you were retired starting today, what would you be doing and who would it be with?
• If college is important to you, where would you like your kids or grandkids to learn?
• If the worst were to happen, what would you like to provide to those you love the most?
• What legacy would you like to leave behind someday for your family and the causes you care for?

It's your journey, so we want to understand what's important to you. Once we know your WHY we use an established process to build personalized strategies – it will be your roadmap to get you where you want to go. You won't be alone on the journey; we will partner with you throughout your life to help keep you on track.

ARE WE THE RIGHT FIT FOR YOU?

Our process begins with a discovery meeting where we go through a list of well-prescribed questions to get an understanding about what’s most important to you. Next, there are three potential outcomes. First, we might find that your current advisor is doing a great job, in which case we would recommend you stay put. Secondly, we might identify some gaps in your situation and may invite you to be part of our family of clients; however, we do limit our practice to a small number of families. Lastly, if we aren’t the right fit for your situation, we would recommend you to someone in our network.

WHO ARE WE?

My office partner, Luana, is the first person you see when you come to the office and the voice you hear when you call on the phone. She is experienced and extremely capable and always has a smile on her face. Luana loves gardening and spending time with her family.

I have lived in Sonoma County for over 20 years, and with the help of my beautiful wife, have raised three wonderful children who are all starting their own journeys. We love the outdoors, and you will frequently find us walking and hiking in our beautiful surroundings.