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dare mighty things

We design financial strategies for those in or nearing retirement. We are inspired by wisdom from the past and driven today's technology.  

learn more about what we do.

Field Notes Blog

 Dedicated to financial education, lessons from the past and culture. We use statistics, satire, anecdotes, analogies, pop culture references, sarcasm, fact, fantasy and any other device necessary to get our points across. We will not tell you which stocks to invest in or give you advice for timing the market. We will share our insights on the world of financial planning, point you to other great content on the web and occasionally, make you laugh. 

 
Bull Moose Riskalyze

Do You Know Your Risk Number?

 Risk NumberĀ® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk. 

 
 
 

our purpose

We believe the greatest currencies in life are time and memories. We aim to help our clients make more of both through stress-free financial planning and personalized retirement strategies.

 
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our simple and laid-back process:

 You ore only 3 steps away from your own custom-built retirement strategy.

 
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1: SCHEDULE A VISIT

We'll walk the shop, have a conversation, see if we're on the same page and decide if it makes sense to continue our conversation.

2: BLUEPRINT MEETING

We'll discuss your dreams and why they are important to you. We'll then begin assembling your strategy to help achieve them. This step includes a free portfolio review.

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3: STRATEGY DELIVERY

You'll receive your custom-built retirement strategy and we'll start moving you closer to your goals.