What We Do
As-needed, fee-only (no product sales or commissions) financial planning for individuals and couples who need to know whether they are on track to achieving the life they want to live, but are suspicious of traditional financial advisors' conflicts of interest.
Our Ideas & Additional Information
I like my current logo, but I got married and have changed the business name. Plus it's a few years old so I don't know if it looks dated or not. Maybe it needs an update, or maybe it just needs the new name pasted in there in a visually appealing way.