How We Are Different

 

Rooted in education

We're Part of your team

we work virtually

We Keep You on Track

An Independent, Fee-Only Financial Planning Firm Focused on Helping Clients Identify and Reach Financial Independence


 
 

How We Are Different


Rooted in education

We're Part of your team

we work virtually

We Keep You on Track

An Independent, Fee-Only Financial Planning Firm Focused on Helping Clients Identify and Reach Financial Independence


How We Are Different

Rooted in education

We're Part of your team

we work virtually

We Keep You on Track

An Independent, Fee-Only Financial Planning Firm Focused on Helping Clients Identify and Reach Financial Independence


How We Are Different

Rooted in education

We're Part of your team

we work virtually

We Keep You on Track

An Independent, Fee-Only Financial Planning Firm Focused on Helping Clients Identify and Reach Financial Independence


How We Are Different

An Independent, Fee-Only Financial Planning Firm Focused on Helping Clients Identify and Reach Financial Independence


Rooted in education

We're Part of your team

we work virtually

We Keep You on Track

Who We Are



We believe that there is more to life than money, and that leads us to working with individuals who are actively working towards accomplishing goals in many aspects of their lives. Whether those goals include acquiring a new skill, improving athletic fitness or sharing something they are interested in with others, we’re there every step of the way to share in their victories and help them pivot in the face of defeat.

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Endurance Athletes


It takes a lot of commitment to reach your potential in endurance sports and wealth building. It just so happens, we’re well-versed in both.


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Active Families


By creating a comprehensive, personalized financial plan, we help active families prioritize financial goals, and save for long-term security.


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Pre-Retirees


We help clients shift their focus from accumulation to decumulation and design strategies to maximize the effectiveness of assets in retirement.

CTC Athlete of the Month



November 2017 Mitch Harrell September 2017 Tammie Watkins September 2017 Carolyn Masi (Left) June 2017 Mary Ann Bachus May 2017 Manny Mejia (left) April 2017 Jenni Merrell December 2016 Teresa Klundt (Middle) November 2016 DARLENE HENDERSON (right) October 2016 GREG WATKINS September 2016 MARGARET BOMBERG AUGUST 2016 ERIC AYARS July 2016 BRIAN LARSON June 2016 JOANNE GILCHRIST May 2016 SUE KARMAR April 2016 LEO BROMELOW March 2016 LISA COLLINS January 2016 JACQUELINE LOSI November 2015 LAURA VAN DERVOORT October 2015 MITCH HARRELL September 2015 AMY BROMELOW August 2015 Tanya Torst June 2015 Jeriamee Leeman