Welcome!
I'm Chris, Founder and Army Officer
Helping you Make Better Financial Decisions
I look forward to helping you develop and execute a plan.
- Chris Dime, CFP®
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Please don’t hesitate to reach out with any questions you have. If we cannot help you, we will point you in the right direction.
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How We Can Help
We are committed to helping our clients materially improve their situation. We are confident that we can bring you value, too.
There is a good deal of work that goes into optimizing one’s financial situation. However, we aim to keep it simple for our clients because we have learned the best financial plans are the ones that get implemented. Simplicity drives execution.
Evaluate Your Current Situation
In our planning together, our office will request a number of financial documents to ensure we are being thorough. From here we can holistically evaluate your situation.
Provide Guidance and Recommendations
Once we've audited your situation, we can begin prescribing strategies and ideas to closer align what's on your balance sheet with what's in your heart.
Work with You to Take Action
Once the "blueprint" is complete, we can begin breaking ground and pursue progress together. We track this progress and track what's left. This includes working cross-industry with your other trusted professionals.
Areas of
Emphasis
Retirement
Planning
To successfully retire, you must have all of your moving pieces organized and pointed in the same direction.
Investment
Management
Your investment portfolio is dictated by your financial plan. We will help you build both and coordinate the two.
Tax
Reduction
People spend more on taxes than anything else over their lifetime. Part of your financial plan should aim to decrease this expense.
Insurance
Review
Over time, insurance policies can grow cold and innefficient. As the marketplace and your situation changes, updates may be needed.
Estate & Legacy
Coordination
Our team can help you transfer wealth to who you want, when you want. We want to take a proactive approach to how your affairs will be settled.
We Will Help You Get Organized
If you want to go fast go alone. If you want to go far go together.
We look forward to helping you organize your financial world so that you can make clear, simple, and actionable improvement towards your goals.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
