A quality life.
Reimagined.
Our team combines decades of financial planning and investment experience with warmth, dedication, and empathy to enable our clients to reimagine life fully.
Time-honored
financial planning
and investment
management.
Great outcomes
start with good
people and good
process.
Navigating life together.
Insights
Clint McCalla, CFP®
Senior Client Advisor
December 16, 2024
2024 economic recap, expectations for 2025, and tax updates...
Rubina Hossain, CFP®
Client Advisor
November 18, 2024
Aligning spending with values and goals...
Linda Lubitz Boone, CFP®
President
October 21, 2024
My most recent travel journey took me to Rwanda, a small country in eastern Africa...
Featured in
AdvisorEngine, August 2021
grow, July 2021
USA Today, September 2020
Live life.
Hello
We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.