Our planning is designed to help you steward wisely and live intentionally. Based in the Spokane–Coeur d’Alene area and serving clients nationwide, we create personalized plans that reflect your values and goals. Whether preparing for retirement, navigating a transition, or planning your giving, we help ensure each decision supports both your life today and your legacy for tomorrow.
Live on Purpose
Build a reliable income plan so you can retire with confidence, free from the fear of running out of resources.
Retirement Income Planning
Social Security Optimization
Pension Elections & Analysis
Cash Flow Management
Debt Reduction Strategies
Guard your family, lifestyle, and property with preparation that keeps you steady when life is uncertain.
Protect on Purpose
Life, Disability, and Long-Term Care Insurance
Emergency Reserve Strategies
Asset Protection Planning
Estate Planning and Risk Management
Beneficiary Coordination and Survivor Planning
Give on Purpose
Build a reliable income plan so you can retire with confidence, free from the fear of running out of resources.
Charitable Giving Strategies
Family Vision Work
Donor-Advised Funds
Tax-Efficient Gifting
Multi-Generational Giving Plans
Use disciplined, principled strategies to grow wealth steadily and align it with your long-term vision.
Invest on Purpose
Investment Portfolio Management
Downside Risk Management
Tax-Efficient Growth Strategies
Education & College Savings Plans
Long-Term Wealth Accumulation
Let's Build a Plan Together
Your goals deserve more than guesswork. Start building with confidence today.
Can you help with both retirement and charitable giving?
Yes. Our process is comprehensive, covering retirement income, generosity, and everything in between.
Do you provide advice on insurance or just investments?
We advise on all areas of planning, including insurance. While we do not sell products or take commissions, we help you evaluate coverage to protect your family.
Can you work with my CPA or estate attorney?
Yes. Collaboration is part of effective planning. We coordinate with CPAs, estate attorneys, and other professionals to keep your strategies aligned.
Is this a one-time plan or an ongoing relationship?
We offer both. Some begin with a one-time plan, but most choose an ongoing relationship so we can adapt as life changes.
Is there a minimum net worth or income required to work with you?
Most planning-only engagements begin at $3,000 for the first year, or with clients who have at least $250,000 to invest. If you want principled, values-based guidance, we would be glad to see if we are a good fit.
