Our business model is based on a simple principle: to become your personal Chief Financial Officer to reach your financial goals.  Ours is a client-centric approach.  We do not sell commissioned products.  We do not sell securities.  What we do do for you, is provide diverse, dynamic, and sophisticated planning in collaboration with you and your family.

As primary advisor to our clients, I Daniel A. Barnes, endeavor to ask you the right questions to ensure that your finances are in alignment with your values, your goals and your dreams.
To understand what your goals are, I will take you through a five meeting process.  Let me tell you in the next sections what those five meetings entail.

Beginning with Meeting One, the Discovery Meeting, I seek to see and understand your vision for you and your family.
I believe that with careful listening and time, we create a roadmap to accomplish your goals in accordance with your values and your constraints.

Please click on “The  Discovery Meeting”, to learn more about the beginning of Our Process of getting to know you.

Sincerely,
Daniel A. Barnes, CFA