We are your personal financial partner and coach. Our goal is to help you achieve a sense of financial well-being and peace of mind.
We achieve this through a process of getting to know you and your unique goals, values, dreams, resources and circumstances. We then design a plan around these factors, help you to implement the plan when necessary, and monitor the ongoing maintenance that may be necessary due to life events or financial changes.
By partnering with our clients, we build long-term relationships one at a time.
At NAFS, we are committed to providing high-quality service and practical advice in an independent, fee-only setting. This is the cornerstone of what we are all about.
To enhance the scope and depth of our knowledge base and keep abreast of the latest industry developments, we utilize the latest in financial software and resources, attend continuing education seminars and conferences, are actively involved in professional organizations, and maintain an ongoing network of professional contacts and experts.
Our clients are individuals and families who may not have enough time to devote to their finances or just want a second opinion. They come to us looking for a way to view the big picture of their financial house, objectively and accurately. They also seek a firm that can provide one-stop shopping - from investment management to tax preparation.
Our clients range from those who are accumulating assets to retirees who need to distribute wealth. Additionally, we have developed a special emphasis in working with widows, non-traditional families, and those going through a divorce.
Regardless of demographics, our clients all have the same common goals - financial security and peace of mind.