Helping people where their lives and their money intersect.

Our belief is that real financial planning is not about products or even a formal plan document, but rather about smart and meaningful conversations.
We hope you’ll find good information and resources in the tools provided here to help in those conversations. We seek to align your use of capital with your values by helping you find that place where your money and your lives intersect.
Welcome to our web site!
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.