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Service & Solutions

Designed Just For You

We Offer Two Flexible Ways to Work Together


New technology and developments in financial planning tools, including web-based applications, make it possible to work with us remotely to create and maintain highly tailored financial plans.

Financial Planning

Short-Term Engagement

Comprehensive Financial Planning

Short-Term Engagement


Some clients prefer to first work together on developing your comprehensive plan before deciding to have us manage their investment portfolio. We have developed a streamlined process that allows us to collaborate remotely to address all of your financial concerns.

Ongoing Wealth Management

Financial Planning + Portfolio Management

Ongoing Wealth Management

Financial Planning + Portfolio Management


Many clients decide to work with us on an ongoing basis after completing their financial plan. We manage, implement and monitor your investment portfolio, aligning it with your financial goals. You will receive ongoing financial guidance and regular reviews, as well as quarterly performance reports and access 24/7 access to your personal financial dashboard.

We believe that a passive, long-term approach is the best way to achieve investment goals. We also believe that investing is not a stand alone financial activity, but rather a critical component of a sound overall financial plan. A well constructed financial plan with clearly defined goals, combined with a solid investment strategy, will provide a pathway to financial success and peace of mind.


Why live with angst and unanswered questions about your retirement income when we can model it so accurately? 

Your retirement goal plan will provide a detailed listing of annual spending needs, wants, and wishes. Then, it will outline how cash flow will be provided by your Foreign Service Pension, Social Security, your Investments and the TSP. The needs gap between incomes from pensions and Social Security is filled by withdrawals from investment accounts like the TSP. This plan illustrates this cash flow in great detail. Why live with angst and unanswered questions about your retirement income when we can model it so accurately?


What Financial Concerns Are You Currently Facing?

Let’s Address Them Together