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OUR APPROACH
Think of us as your financial wellness coaches. We don’t believe in short-term, quick fixes that only focus on one part of your finances. Instead, we look at the whole picture. We get to know you- take into account the goals that motivate you, the family that you provide for, and the legacy you wish to leave behind.
As financial life planners, we offer one-on-one guidance for comprehensive planning that will nurture your wealth no matter what stage of life you are in.
In fact, because we are so committed to this holistic style of financial life planning, we have created a unique offering- our Life on Purpose Education Series.
OUR PHILOSOPHY
We understand that money isn't the end-goal for you. You have your own vision, goals, motivations and dreams. Our job is to understand your unique passions and help you structure your wealth to focus on what matters most to you in life.
Because there is more to life than money.
OUR TEAM
We are a family of planners who believe that your finances shouldn’t be a complicated mystery.
We don’t offer a one size fits all package; we prioritize where you are in your life, and build a plan that works for YOU.
Meet your future financial life planner here:
SUE ROMAINE
Client Service Manager
MAUREEN ROMAINE
Client Relations
