You want unbiased financial guidance, where your interests always come first.

You want an advisor who will serve you in accordance with the fiduciary standard. 

You want financial guidance that is designed around your specific needs, values and motivations and not one-size fits all.

You want an advisor who answers to you and you alone, not an insurance company, not a bank, not a Wall Street brokerage or wealth management company. 

A wellspring is "an original and bountiful source" and that is what I want to be for you. Your goals and priorities are just that – they’re yours. Not mine, and not what a prominent “financial expert” tells you they should be. My role is to help you find a way to balance what you want with what you have and to figure out how to make that work for you. I’ll guide you through the trade-offs that come with choices, so you’ll be in a position to discover for yourself what makes the most sense for you, for your life and your values.       

Whether you've never worked with a financial advisor before or you're feeling it's time to be in a financial advisory relationship that really works for you, you just may have found the approach you’ve been looking for.

                                                                                                                                                                                      

 

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