The Next Chapter Years

Move forward fearlessly.

You’ve accumulated. You’ve lived through a few curveballs. Your family is grown, or nearly there. You’re ready to start a new chapter, feeling confident that you can afford it. And you want to know that your loved ones will be taken care of through everything. When it comes to taking the next step, one size does not fit all. We’ll help you make a plan for all these changes that suits your goals, dreams and priorities.


Live Well: To travel the world or spend time at home. To write that book or restore that vintage car. You get the idea.

We’ve helped thousands of people move from their career into the next big thing (whatever it is). And we believe retirement planning is a process—one that is never too early to start. Our experienced advisors will help you craft your perfect plan, so you have more time for travel, family and your passion project.


Live Well: to feel supported through a major life change.

Divorce, loss of a loved one or a career change can make you feel like the rug has been pulled out from under you. After a big change, many people feel unequipped for shifting priorities and new responsibilities. We can help you analyze your changing situation and make a plan to get through it and to get thriving again.


Live Well: to leave something behind for your loved ones.

You can’t take your money with you when you go. You can set it up with the purpose of supporting everything you care about. We’ll help you think through everything from wealth transfer and taxes to guardianship designations. Then, we’ll work with you to craft an estate plan that reflects your loved ones and values.

Our Process

We view our work with every client as a partnership whose purpose is to bring dreams to life. Our trademarked, three-part strategy is designed to align your resources in support of your goals, today, tomorrow and down the road.


We start with personal attention and learn what living well looks like to you. We call this stage Plan Well.


Next, we invoke academic research and our decades of practice to align your investments with your vision. To put it simply, Invest Well.


Once these steps are done, it’s time to Live Well. Live every day fearlessly, knowing that we’re with you as a trusted financial partner.


Extra Perks

We operate to help you achieve your financial life goals and we will be with you on your journey every step of the way. That’s one way we strive to deliver financial fearlessness. But to be fearless is to be empowered, so we provide accurate, relevant content and resources to help you on your wealth journey. Our podcast, “You & Your Money”, is a great place to start. We also provide financial planning tools, in-depth research and news updates.


Plan well. Invest well. Live well.™