Money is not a goal in and of itself. Money is a tool to help you achieve “What’s Most Important to You”. Goals-Based Investment Planning is the process of matching your goals, objectives and dreams with your money and financial resources in light of the risks and rewards presented by current economic and financial markets. We want to understand and consider:


  • Your goals, objectives and dreams (What’s Most Important to You)
  • Your current stage of Investment (See below)
  • The money, financial resources and investment returns required to achieve your goals
  • Time horizon for your various goals (today’s needs or long into the future)
  • How much and what kinds of risk you are willing and able to endure • Income and liquidity needs

Investment planning designed to achieve your personal financial and life goals

Our team brings over 80 years of investment and financial experience to our clients, and holds the designations of CFA, CFP®, CPA, and MBA. We have access to extensive investment research, risk mitigation tools and investment industry partners.

Would you like to know?

  • Why asset allocation and diversification are important to your portfolio
  • How much investment “risk” you are currently facing
  • How your investments could perform under several economic scenarios like the “Crash of 2008”
  • How your asset allocation compares to industry models

Ask us for a second opinion using industry leading investment portfolio and analysis tools.

What is most important to you?

The very first step we take with everyone of our clients is to have a sound understanding of what is most important to them. Every client’s answer is different, and therefore every Undivided Plan is unique to our client’s goals. Start your Undivided Plan today by telling us a little bit about what you are hoping to accomplish in life, business, your career and/or your family. Our goal is to demonstrate to you from the beginning that our process has been designed to meet your goals and that conversation always starts off with us having a better understanding of who you are, what you want to accomplish and what is most important to you.