Listening about where you want to go with your wealth, then charting a course to get there.
A smart plan requires developing, implementing, and monitoring. It's a defined strategy designed to address the singularity of your situation.
Families are facing many challenges. From managing debt to saving for college to planning for retirement, personal finance and wealth planning can feel overwhelming.
We’re not afraid to challenge conventional wisdom about investing and preserving wealth. We utilize all available resources in pursuit of your goals with confidence and calm.
At the end of the day, this effort is committed to you. It's about planning your voyage with purpose and intent, charting a course for an enviable outcome.
“Why is money important to you?”
That might seem like an odd question. But it’s where this journey should begin.
Do you believe that financial management is about a one-dimensional plan for investing and retirement? If so, you’re not alone.
Getting to a dimensional plan with depth and destination requires questions. That means asking things like, “Why is money important to you?” The conversations we have provide a better understanding of your values and belief systems.
We believe In Values-Based Planning. A logical extension of that is our approach to investing, which is also values-based.
When you decide to become a client, I build a well researched portfolio. That research considers impact investing, with a focus on environmental, social and governance criteria.
Additionally, that investment approach is sustainable. Living at today’s speed of life, it’s easy to avoid sorting out what matters to us. But I believe that every day, we are creating our future. We’re committed to helping you build your tomorrow with purpose, intent and consciousness.
Sally J. Boyle
For 30 years, Sally has been working with individuals and business owners, providing financial planning and business succession advice.
In 2010, Sally earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Inc.
Sally is also well-versed in how real life can impact wealth planning. Once upon a time, she found herself in a protracted, 3-year-long litigated divorce. Since then, Sally has devoted herself to a holistic approach to financial management. A portion of her time as an advisor is dedicated to working with the financial side of divorce for couples who want to collaborate in the transition and come out ahead. She does this as a Certified Divorce Financial Planner at The Better Half.