We work with individuals, families, and small business owners. Each face unique challenges as they prepare for the immediate future and retirement. There is no one-size-fits-all strategy for everyone.
Starting with your values, we then work through our financial planning process with you to create a customized plan and strategy.
Making that process and path clear, easy-to-see, and enjoyable is our job. Working together, we lift your vision to reality.
Our first 2 appointments are free of charge. This is where we get to know each other. After spending a couple hours with each other, we both know if working together will be a good fit and if we can help you.You can request an appointment online or call us at 208.490.8586.
Our first priority is helping you take care of yourself and your family. We want to know who you are, not just how much you have to invest.
What matters most to you? Knowing you have a secure retirement plan in place? Protecting and transferring your hard-earned wealth to your kids? Enjoying life now? We strive for long-term relationships that encourage open and honest communication. Our advice is based on what matters to you. Here's our oath to our clients.
We're currently a team of 4, but it started in 2015 with Jim Woolley being a one-man-shop.