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Leaving Textron? Learn what happens to your stock options, how vesting and exercise windows really work, and the tax traps to avoid. Understand the rules so you don’t lose money.

They were surprised to learn they didn't need to save more or change their lifestyle, just redirect their dollars more intentionally. The biggest win was uncovering blind spots they didn't even know to worry about, like insurance gaps. With a clear plan, they left feeling relieved and confident.

True financial planning aligns your money with your values, balancing debt, savings, and goals to build a future that reflects what matters most.

Many financial plans slowly unravel as people stray from their path, lost in the woods of conflicting advice and doubt.

Trying to save a few bucks can cost you everything, like carrying all the grocery bags at once, one rip and your whole plan can fall apart.

Financial entropy is real. Like everything else in life, your plan gradually goes from more order to less order. And it doesn’t care.

Some expenses are visible. Others are silent. But both are real. The cost of omission is like rust... slow, silent, and destructive.

Many advisors hide their fees because they don’t believe they’re worth them. We’re proud of what we charge, because we know the value we deliver can mean the difference between a decent retirement and a worry-free one.

Your plan—not daily market noise—determines success. Focus on long-term value, not media-driven fear. Perspective changes everything.

Our Discovery Meeting focuses on understanding your goals, diagnosing your needs, and providing clarity—no pressure, no obligation.

Talking about money is scary but leaning into discomfort with a financial advisor opens the door to real connection and growth. Learn more!

Align your values, goals, and cash flow to build lasting momentum. Simplify financial decisions with expert guidance this year.

Start the year strong by aligning your goals, values, and cash flow. Build lasting momentum with clear plans and a financial strategy.

Discover what 'fee-only' and 'fiduciary' mean, and why choosing the right financial advisor can secure your financial future.

Discover the value of real financial planning with holistic advice on taxes, cash flow, risk, and more.

Start saving for your child by focusing on your values: Purpose first, then Plan, then Portfolio.

The real question isn't the fee—it's the value you receive. Quality advice and a trusted advisor can add up to 3% in net returns.

Regular financial reviews prevent entropy from unraveling your financial plan. Stay on track to avoid risks tax issues, and outdated info.

Your first meeting with a financial advisor is key to planning your future. Find out what to expect in your first meeting with our guide.

Watch how Jonathan shares his approach to answering this all-important question using Elements®.