Our Vision For Financial Planning

Do you love your job? Feel like you’ll work ’til you drop? Think your “golden years” should be now and the future? We agree, and our approach to financial planning can help make that a reality. 

Traditionally, investment management and financial planning have been reserved for those who have already saved a significant amount of wealth. Additionally, they are often times close to retirement. Even for those further from retirement, they’re told they need to work hard and save as much as possible.  Then they can retire and live out their “golden years.”

We break that mold using services designed to help those who may not have many investable assets yet. They want to balance their love of work with a desire to fully enjoy their life now, not just thirty years from now.  Through our Financial Fitness program, we provide investment management and financial planning for today’s busy, driven, and passionate professionals. We are powered by Patriot Investment Management.

Learn More About Us

How We Help


The enrollment period is the starting point for your financial fitness. We help you get organized, set goals, and make a plan.


After the four month enrollment period, we continue to help execute your plan and regularly update it to empower you.


Investing is integral to your financial fitness. We help you invest wisely and stay invested with a disciplined approach.

Find Out More About Our Process

Our Recent Financial Planning Insights

Read More Of Our Insights