Most financial advice looks at one piece at a time.
Investments in one place. Retirement somewhere else. Tax decisions made in isolation.
Without a cohesive strategy, even successful people can feel uncertain about whether their decisions are truly working together.
Instead of treating investments, retirement, taxes, and legacy as separate conversations, we help you see how each decision fits into a cohesive strategy.
We begin by understanding your goals, your values, and the life you want your money to support — then design a coordinated strategy that evolves with you over time.
Who We Work With
We work with individuals and families who value thoughtful planning, long-term thinking, and decisions made with intention.
Our clients are often successful, busy, and navigating complexity — yet want a financial strategy that feels grounded, coordinated, and aligned with the life they’re building over time.
We believe the strongest planning relationships are built on trust, continuity, and care over time. Our role is to be a steady partner — helping you adapt as life evolves and make decisions with confidence along the way.
We’re drawn to work that unfolds over time. That perspective — shaped by stewardship, patience, and long-term responsibility — informs how we plan, invest, and partner with our clients.
Let’s Start with the Big Picture
If you’re looking for a more thoughtful way to plan — one that considers your whole financial life, not just individual pieces — we’d welcome the opportunity to talk.
Our conversations begin by understanding what matters most to you — and whether Big Picture Planning is the right fit for where you are today.
