Our Services

You work hard for your money and setting a portion of your income aside for retirement requires a level of sacrifice over a great number of years. The main goal of most financial plans is creating a cornerstone of security and a lifetime of income. Mark and Caitlin will be there with you during this process to keep you motivated, on task, and prepared for retirement.

While retirement is often the primary goal, addressing and achieving financial milestones along life's journey are also vital. Whether it is buying a new home, financing college, paying for a wedding, acquiring a vacation property, or a host of other desires, we help clients create a realistic approach to realizing their wishes and desires.

Going from full-time employment to retirement can be a culture shock to your normal way of life. We strive to guide you through this adjustment period by giving yourself permission to spend the money you have been saving over many years. Being confident with the distribution process will help afford you the necessary comfort level.

Finances, like your lifestyle choices, are best achieved through a healthy, positive lens. Life balance and “investing in you” work in conjunction with a strong balance sheet and well-construed strategy to create a complete plan. Whether it is Caitlin's Financially Fit Female focus, delving into the psychology of money (i.e. your Money Personality), or determining the importance of your spending choices, we emphasize the quality of your life. Maintaining your health and independence are two key elements to successful planning.

Whether you have children, other family members, or organizations dear to your heart, Mark and Caitlin want to ensure your future wishes are addressed. We will work with your current tax and estate planning professionals, or offer strategies and recommendations, that will help create a solid foundation for the years ahead.