We work in person and virtually with a small number of clients to help them get organized financially, advise them on making smart choices about their money and keep them accountable to their goals.
Our ideal client: you are a busy person who is searching for a competent team to handle things for you and plan in advance, not from behind. And you prefer a fiduciary standard firm with a flat fee structure.
Firm Principal is Christopher Grande, MSIM, CFP®, RMA®:
"Hi! We take a 'team of professionals' approach to planning. We use collaborative technology and provide full transparency while implementing our "10 Client Deliverables." I look forward to talking with you."
