We help busy, successful people who want to be wise stewards of their resources make their lives simpler and more rewarding. Our Financial Planning process - the C3 Navigator - helps clients pursue Clarity, Confidence, and Contentment.
We are a multi-gen team serving multiple generations of client households. Few financial planning firms offer gender and age diversity among their advisors, or function as true teams. We offer value to our multi-generational clients through our unique team composition and collaborative approach.
Our team approach to financial planning provides operations, client service, and advisor career tracks. Our intern program offers hands-on experience in financial planning and investment management with growth opportunities on any of these three tracks. One of our current advisors started as a 10-hour/week intern, earned his CFP and CIMA, and is now part of our advisory team.