We bring empathy and expertise to help you clarify your financial and investing goals. We then design a customized plan and guide you through its implementation. Whether investing your values, planning to retire comfortably, tackling student loan debt, etc., we’ll help you build what you envision.We care about serving the best interests of our clients. We believe in continuous improvement to better serve our clients. Whether engaging through our multiple investing platforms or our six step Envisioneering™ Financial Life Planning Process, we’ll help you  stay true to your values and goals. In order help you, we invest heavily in investing and planning tools, such as  Advyzon, Morningstar Workstation, MoneyGuideElite, Holistiplan, PayforEd, fpPathfinder, YourStake and others in that pursuit. We don’t believe that money should be separated from the life that it serves. We are prepared to help the holistic you.It is one thing to have tools, it is another thing to know how to properly use them. Our Visionary, James Brewer, currently holds the Certified Financial Planner, Accredited Investment Fiduciary, Professional Plan Consultant and College Funding and Student