What is Bag Lady Syndrome and What Can You Do About It?
Do you have an irrational fear of becoming homeless? It’s not as uncommon as you might think. Learn about bag lady syndrome and how to cope.
Menu
Gain Confidence in Your Financial Plan
A straightforward approach to managing your money
It often feels like life has never been more complicated. Our experienced team’s mission is to take one very important yet complex thing off your plate to help put everything else in balance.
Kevin A. Caldwell, CFP®
Principal
Jeffrey Kikoler, JD, CFP®, CFA®
Principal
Inspiring you to feel confident in your decisions is what we’re passionate about.
We believe in giving back to the community and aligning our resources with our values.
To keep you informed, we regularly write blog entries on topics relevant to your life.
Explore Our Services
If you’re looking for ongoing and comprehensive service to address every aspect of your finances, our fee-based financial planning and investment management may be the right fit for you.
If you don’t want to move your assets but still want professional insight into your finances to ensure you’re on the right track, our flat-fee planning consultations might be what you’re searching for.
What is Holistic Financial Planning?
What is holistic financial planning, and could it be right for you? Learn how to gain the financial confidence you need to live a better life.
Preparing Teens for Financial Adulthood
Despite the importance of financial literacy for teens, few of us get the training we need. Learn how to teach your teen to manage money.