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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Saving for College 101
Here’s a crash course on saving for college.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
There are common mistakes you can avoid when saving for retirement.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.
Make your retirement as exciting as your next vacation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Would you guess that Millennials are effectively saving for retirement? Well, they are.