Holistic Financial Planning for Forward Thinkers

Based in Boise, Idaho, we serve clients in Idaho and across the country seeking proactive strategies to fund intentional and independent lives with what they earn, save and build.

A planning-first firm with available investment management

Deep focus on proactive tax and estate planning strategies

Fee-only with flexible fee options, including fixed fees, and complete fee transparency

Our Services

Holistic Financial Planning

Through a structured and tailored, process, we partner with you to optimize decision-making across all important areas of your financial life, addressing each topic relevant to your situation in the order of importance. As life inevitably changes, we will be there to adapt your plan and answer questions.

Investment Management

If you choose to combine investment management with financial planning, we will manage your investment portfolio with a focus on broad diversification, tax and cost efficiency and a long-term mindset.

Exit Planning for Entrepreneurs and Executives

With twenty years of experience in the sale of businesses and executive transitions, our firm can serve as a strategic advisor to founders and executive equity owners planning for liquidity and role changes.

How We Are Different

Planning is a Core Service

We are a planning-first firm. Working with you, we construct a plan tailored to the areas most important to you and update it as your life and the world inevitably change. We have a fixed annual fee option for ongoing planning services. We also offer project-based planning to address specific questions or issues.

Independent and Objective

We are a fee-only registered investment adviser not affiliated with a financial product sales firm or broker. We do not receive commissions from any source. Any investment or other financial product we recommend will be based on what best meets your needs in a cost-effective manner. The fiduciary standard is table stakes.

Sophisticated, Boutique Service

With over twenty years of experience as a business lawyer, we have the experience to go deep on complex issues unique to you. Questions about a private company investment, complicated insurance policy or indecipherable annuity? We can help.

What is your journey?

  • We are your resource for living or imagining a life after salary. This may be retirement. It may be a sabbatical or career break. Or you may be thinking about leaving salaried employment to start your own business. We specialize in planning for lives in transition. Let’s discuss how our holistic financial planning process can be a key element of your strategy to embrace the future. Schedule a time to talk.

  • With over twenty years of professional experience in the purchase and sale of businesses as a corporate attorney and executive, we can partner with you to design and implement a transition plan that achieves your financial and life goals. Schedule an exploratory conversation to learn more about our exit planning services.