Who We Are
We are a Northern Virginia-based financial planning firm providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals.
What We Do
Personal Financial Planning
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Where will your journey take you? The vision is uniquely yours...the strategy is uniquely ours.
Helpful Content
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Rightsizing for Retirement
What does your home really cost?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.