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Helpful Tools

Home / Helpful Tools

Click the "Download", "Read More", or "Learn More" button on the resources below to obtain additional information.


The Fact Finder

Mapping your financial future requires a clear idea of your financial goals, both short and long term. This document helps you think through these things and helps you to organize your resources.


Spending Analyzer

Use this handy summary sheet to list your expenses, the foundation of any serious financial plan.


Sending Us Documents — Keeping It Secure

We always have security in mind. To that end we have provided guidelines for you to respond to our Document Requests.

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The Seasonal Method — Our Process

Systematic, Proactive, Relevant and Coordinated.

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Stewardship Personal Values Portfolios®

Designed to seek attractive returns with strategies that reflect a concern for the social and environmental issues facing our world.

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Insurance Services

For each client, we seek to strike the perfect balance between risk and reward, including life, disability and long-term care.

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Customized Wealth Management Programs and Strategies

Our fiduciary approach to investment management is rigorous and methodical, yet your investment portfolio is customized to be uniquely yours.

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The Book

To learn more about the mechanics of the Seasonal Approach and how it works, you can read our book at

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Get the App

A great dashboard to keep track of your finances with detailed performance reporting capabilities.

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