Meet Your Team
We are committed to creating our relationship with you and catering that partnership to pursue your financial goals
our services
We offer a wide range of financial planning services all geared towards helping you pursue your goals. We take your whole financial picture and develop a plan most suitable to your needs
Working With You
Trust is your key to success. Our process naturally creates that trust that lasts a lifetime and is the cornerstone of how we best serve you.
The Dinner Party
Food, Friends and Financial Planning
by Shawn W. Dunnigan, MBA, CFP®
The Dinner Party tells the story of Dan Simpson, head of his own architectural firm, married to his childhood sweetheart, living in a beautiful home. Dan has it all. Yet every night he wakes up gasping with a fish hook through his heart. What happens to his firm if he dies? What if his wife, Annie's cancer returns? How will they ever be able to retire? And when Dan retires, what will he do?
New-found friends experience how planning can help confront their deepest fears and brightest hopes. The Dinner Party goes beyond discussions of finances to the heart of living, enabling them to face the future with confidence and strive to become better versions of themselves.