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About Us
Value-Based Life Planning
Life's biggest decisions are never purely financial. Delve into what you truly value as we use an analytical approach to help you develop and meet your goals.
What do you want? Use us as a sounding board for your life plans and let us dig in deeper. We'll run the calculations to determine the impact of choices. How does your lifestyle change if you:
- Add a member to your family?
- Get a promotion/new job?
- Leave the military?
- Increase your 401K contribution?
- Buy a House?
- How does housing affordability change with rising rates?
We can help.
Our Analytical Approach
A student of finance, art, and philosophy, Noah has developed a multi-dimensional approach to planning that incorporates, but extends beyond, the financial. Our process:
- Listen
- Run the math
- Plan
- Monitor
Personal Touch
You, your values, your finances, and your goals are at the forefront of everything we do and used to help you develop your plan. Our clients make their own decisions based on value-added insight derived from our work. Our models do not tell you what to do, they are just one of many resources.
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