Financial Advisors and Career Coaches Helping You
Make Life Count
True wealth is about living your best life with all the assets you hold. We partner with you to discover your aspirations and create a plan to help you achieve them – now and in your future.
How We Help
Feeling overwhelmed managing your career and busy life while staying on top of complex financial decisions? We offer an integrated approach.
Financial Planning
Clarifying what’s important to you, building a plan and helping to implement the plan. Monitoring for adjustments and keeping you on track to achieve your goals.
Career Planning
Like a training coach for athletes, helping professionals reach maximum potential with Executive Coaching and Career Coaching programs.
Investment Management
Tying your investment strategy with your overall career and financial plan. Helping you build and maintain a diversified portfolio that supports your goals.
Transitions
New job? Marital change? Loss of a loved one? Retirement? Helping prepare for and adapt to changes that impact your finances, career and life.
RETURN ON LIFE
Stop asking if you have enough money! Start asking if you are managing your money in a way that improves your life.
Complete the ROL Assessment to receive your personalized report. Then give us a call if you’d like to learn how to live your best life with the assets you hold.
How We're Different
- Career, Finance & Life Integration
- Life Centered Planning Focused on You
- Plans Customized to You and Your Why
- Defining Wealth as More than Money
- Fiduciaries Advising in Your Best Interest
- Fee-Only/Retainers & No Commissions
News & Insights...
Money Boss Mom
Jamie Bosse Is Promoting Financial Literacy for All Ages. Wealth Manager Jamie Bosse, CFP® has kicked off National Financial Literacy Month with a cover feature in the Manhattan Citylife magazine. She discovered a passion for financial planning...
Retirement Plan: 4 Red Flags That Indicate Yours Won’t Last Long
Chief Wealth Officer, Jessi Chadd, CFP®, CeFT® was quoted in an article from Go Banking Rates that identifies major problems that can derail retirement plans. "A serious red flag when it comes to a proper retirement plan is keeping all your savings...
Preparing your taxes? Be proactive and make changes now to optimize 2024 tax year.
It’s the time of year when people start focusing on taxes. Tax forms have appeared in mailboxes and inboxes, and tax preparers are sending reminders to help avoid an April 15 crunch. In my work as a financial planner, people often ask what they can...