Our Mission

Our mission statement is simple: “We help our clients make wise financial decisions during life’s transitions.”

At many points throughout our lives we experience major periods of transition. These events come in many forms. It could be the death of a loved one, a divorce, a new business venture, or retirement. Regardless, the decisions we make both leading up to and during these transitional periods are crucial ones that have long-lasting effects on our future and personal well-being. Planning and preparation equal peace of mind.

Some of the questions we are here to answer for our clients in transition include:

Where can I afford to live?

Are these investments right for me?

Do I need to update my estate and insurance planning?

When can I afford to retire?

Perhaps the most important question on many of our clients’ minds is “Will I ever feel confident and secure about my financial future?”

In 2003, we shifted the focus of our practice to cater specifically to clients in the midst of major life transitions, with a special focus on better understanding the needs of our divorced and widowed clients. In addition to our CFP® (Certified Financial Planner™) designation, we became experts in Divorce Planning aspects and added a CDFA designation (Certified Divorce Financial Analyst).

Since then, our firm has developed a proprietary best-practice process specifically designed to address the unique needs of our clients in transition: The Summit Transition Plan©. This plan focuses on helping our clients fully understand their current situation, the available options for planning for their future, and how leveraging all aspects of their finances creates a synergy that enables them to meet their customized goals and allows them to face the future with confidence.

A cornerstone of this plan is a framework which provides guidelines for working with other professionals, who will collaborate as part of a multidisciplinary team, focused on helping you best attain your specific goals. This team could include estate attorneys, insurance advisors, or CPA’s from your business.

We consider it an honor to serve our clients. We exist to help you through the difficult times and also to celebrate with you as you achieve your goals and dreams. So, whether you simply have a quick question that needs an answer, or you are interested in a forming a long term financial relationship with us, we are here to help.