We are your watchdog and trusty companion.
We are fiercely protective. We are fiercely loyal. Our enthusiasm for our work and clients is boundless. We listen to our clients' needs and concerns, and provide thoughtful guidance in times of transition and evolution.
We’re not your grandparents’ accountant. (Though we are sure he was a lovely person.) We are fun to work with! Our clients enjoy coming to meet with us and we tend to have pleasant interactions. People laugh around here! We LOVE dogs! Anne and Jeff have always had a profound love of dogs (mainly short legged dogs, but they don’t discriminate); during COVID they added Augie Doggie, a Cardigan Welsh Corgi, to their pack. Augie is in training to become a well-behaved gentleman so he can come to work with us, and be our next generation “Official Office Greeter”, like his late brother Uno.
Anne and her husband, Jeff, working with conservation veterinarians in South Africa to put tracking bracelets on critically endangered Southern White Rhino.
We do things differently.
We apply right brain creative thinking to a left brain field to provide unique strategies and bold solutions. While we hold the pillars on which financial management are built in high esteem—and have over thirty years of experience under our belts—our skills and services emphasize the creativity and adaptability required to thrive financially and build wealth. Our values are deeply rooted in personal integrity. We strive to be at the forefront on business and practice social responsibility. We specialize in the creative application of financial, legal, and business knowledge, and we insist on providing exemplary service and empowerment to our clients.
We have fun.
We love what we do. We’re into it. We stay tuned in to social and economic shifts and use this insight to help our clients capitalize and thrive. We enjoy a creative challenge – from strategizing the development of a soun
d estate plan to spearheading a new company’s implementation. We enjoy brainstorming through all phases of
What we won’t do.
You won’t hear us say, “That’s not our job.” We are an “all hands on deck” firm. We wear many hats. If we don’t have the exact answer for you, we will utilize our extensive, vetted referral sources to get the job done. We won’t leave you hanging. If you engage our services, you’re part of the pack.
We see financial health as a holistic process.
We help identify and manage all the moving parts that will help you optimize your financial vitality in both the short and long term. We tend to the details that create the big picture. From developing a business plan to wealth management to estate administration, we assist our clients in accomplishing financial well-being through every stage of their lives.
When you like what you do, you do it well.
We love what we do. We’re into it. We stay tuned in to social and economic shifts and use this insight to help our clients capitalize and thrive. We enjoy a creative challenge – from strategizing the development of a sound estate plan to spearheading a new company’s implementation. We enjoy brainstorming through all phases of your personal or professional development.