Our Approach

We believe that financial planning and wealth management is not just about numbers. Who you are and what you care about is of paramount importance to the work we do together. Our goal is to empower you with the knowledge to make wise decisions with your money and resources to live the life of your dreams.

We follow a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. We will guide you through this process which will allow you to define and design your unique version of a passion-driven life. We want to discover what will bring meaning and purpose to your financial life.

 

We think that any investment decisions made with your money should be smart.  When you partner with us on your financial journey, we’ll help design a plan customized to your personal goals—and if there is any part you want to learn more about, we’re happy to educate you along the way.

When it comes to investing, Nobel Prize-winning research shows that low cost, well-diversified funds with consistent exposure to the stock market offers more reliable outcomes than trying to time the market or pick individual stocks. At Empowering Finance, we make decisions based on data and research, not on hypothesizes or assumptions. You can rest easy knowing that the experts are doing the research while you benefit from their expertise.