providing peace of mind through Certified financial planning aligned with what's most important to you. We want you to feel confident and well-prepared throughout all of the stages in your life.
We are upfront about our process and the cost of doing business. We are compensated through a transparent cost structure (no kick backs, no hidden commissions) and provide reviews of existing insurance policies at no cost to our clients (see solutions & pricing for more information). We have done our due diligence to ensure our pricing is both competitive across the industry and easy to understand.
We strive to provide the highest level of service and do so by facilitating open, candid conversations about what is most important to you. You can meet with us virtually or by phone from wherever is most comfortable for you. We look at your entire financial picture and help you clarify, define and prioritize your goals, then give you actionable advice you can implement now from the convenience of your own home.
Socially conscious investing.
We know that being socially conscious doesn’t just mean excluding certain things from your portfolio. It also means investing where you want to make an impact. We diligently research investments to create plans centered on what you value. Check out our socially conscious portfolio management service: New Harbor Impact Portfolios.