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60 Bell Rock Plaza Sedona, AZ 86351

(928) 325-0271
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About Us

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities to potentially reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

How We Help: Financial Planning and Financial Coaching

Financial planning and financial coaching are related but distinct concepts within the realm of personal finance.

Financial Planning: Financial planning involves the process of creating a comprehensive and structured plan to meet an individual's or a family's financial goals. It typically covers various aspects of personal finance, including budgeting, saving, investing, tax planning, retirement planning, insurance, and estate planning. A financial planner is a professional who assists clients in creating and implementing a financial plan tailored to their specific circumstances. They analyze the client's current financial situation, evaluate their goals, and develop strategies to achieve those goals.

Financial Coaching: Financial coaching, on the other hand, focuses more on the behavioral and psychological aspects of managing finances. A financial coach works closely with individuals to provide guidance, support, and education to help them make informed financial decisions. Financial coaching aims to enhance clients' financial literacy, develop healthy money habits, and overcome any emotional or psychological barriers that may hinder their financial progress. While financial planners may provide coaching as part of their services, financial coaches typically specialize in behavioral finance and focus primarily on empowering clients to take control of their finances. They may help clients set goals, establish budgets, change spending habits, and build financial confidence.

In summary, financial planning primarily focuses on creating a comprehensive financial roadmap, while financial coaching emphasizes behavior modification and empowering individuals to make positive financial changes. Both financial planning and financial coaching can be valuable in achieving financial well-being.

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