Strategic Planning

For Every Step

You’ve worked hard to get where you are, but where do you go from here? Are you saving enough? Are you taking too much risk or too little risk relative to your financial goals? Do you even know what your financial goals are for the next year or five or ten?

Where are you in your financial journey?

We believe the biggest financial decision that you make is planning for your INDEPENDENCE. And it is not a one-time decision, but one that you affect every day. That might make it sound like something to be avoided at all cost. But it’s not.

Having a plan in place is like having a syllabus or a recipe. A plan gives you guidance and some things may change, but you have an overall guide to keep you focused, relieving the stress of guessing.

Let us help you along your path to financial INDEPENDENCE.
Our advisors can help you set realistic goals and point out potential pitfalls along the way. 

While creating your plan we

We provide investment guidance so your money can continue to work intelligently for you. We do not farm out your investments to a mutual fund or index fund. We work with you to create a custom portfolio focused on you and your goals and your time horizon.

With PreActive Investments, we put your plan into place so your money works for you, intelligently.

The Power of a

Financial Coach

We also believe in the value of a coach, helping you understand what items can be prioritized and what items can wait. We are here to keep you on your trajectory. That might sound like a nagging older sister. But it’s not. Having a coach who is focused on your goals keeps you focused and works with where you are to help you create your success.

Our team helps you understand your money and helps you focus on your goals and values to create your plan, your syllabus, your recipe for success, whatever that looks like for you and your family.

Take The First Step Today

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