Accumulation Years

Planning for the Future Generation.

Growing a family is the ultimate reward, although it can be a shaky step when moving on from your single and childless years.  Add a small human into your plans and suddenly you’re coordinating soccer practice and dance lessons instead of happy hours and weekend getaways.

Beyond the extracurriculars in the schedule, you start to think – How do I lead them to make the right decisions? What college will they attend?  How will I support them?  How will we support ourselves when our nest is no longer full?  It can be overwhelming to think of these questions while also navigating life and taking care of immediate needs such as family, personal career moves, and self-care.

Our mission is to advocate for our clients, and that includes making sure that every person and every dream is covered through strategizing each dollar.  We want to enjoy the first steps, dance recitals, soccer games, high school graduation, and beyond without a cloud of uncertainty following closely behind us.