Below you will find some relevant information to common questions and areas of focus. We hope you find it helpful and share with others who may need and/or benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about.  We are always here to be of service.

Our Region and Our Community


As many of you know, over the years I have been more and more involved in our regional politics and community through both the Best Practices trips and my involvement with the Government Relations Executive Committee with the Portland Business Alliance.

A Different Perspective on Budgeting


When completing the financial plan, we ask all our clients to develop a current and retirement budget. For some, this is a big ask. Sends a shiver down the spine. Today I challenge us to consider the idea: a budget is not a foe, rather a friend. It is about liberation, not restriction. A tool to empower ourselves in our financial and personal lives. Our budget can help us make informed decisions about how to spend our money to enrich our lives.