01. About Us
We cut through the noise to help our clients focus on a strategy that addresses their unique needs. We meet them where they are now in order to turn their financial unknowns into the best possible voyage toward future financial success.
02. Our Philosophy
The word “defined” reflects our ability to turn a future financial goal into a charted course. With every relationship we build, and financial plan we create, our goal is to align every aspect of your financial picture to help move you toward your destination.
03. Our Process
Our 7-part financial planning process identifies what’s important to you, and recommends the most appropriate course of action based on your values. We help you implement your unique strategy, and check-in regularly to confirm that you’re on track to reach your goals.
You define the goal. We define the plan.
When building financial plans, our team is inspired by the construction of sailboats. Each piece and individual have a role — and they must be put together in a specific way to function seamlessly together when complete. With the right balance and timing, a ship can capture the wind in any weather. We use a four-tier service approach to help build your financial plan with the same care as a newly constructed vessel.