top of page
family with teens

Financial Advisor serving Mount Pleasant, Charleston, and beyond

GUIDING YOU FROM PROVIDING TO THRIVING

without sacrificing all the fun in today

Managing
Cash Flow

Planning for
Tomorrow

Directing
Investments

what's the difference?

PROVIDE

provide to thrive financially game plan analogy

thrive

$100 bill for investing

INVESTING

Many people come to us when they have a salary increase, their RSU's are vesting, they receive an inheritance or settlement, or some other money milestone. You now have some "extra" cash and wonder, 'how do I make the most of what I have?'

planning

This is where we create a playbook for your money's journey through life. It's full of strategies to advance you to your end zone while still defending your family's sense of fun today.

Financial Planning game strategy
arrow in concrete

how it works

You're busy and we get it. That's why the process to get your money working for you is only 3 steps. Then we keep things moving along and alert you when key decisions need to be made... so you get to keep your attention focused where it's needed most.

blog

Dive into a rich library of professional financial advice from money & marriage to markets & mortgages. Be sure to sign up so you'll get an email when there's a new post. 

financial blog
convergent financial group concerence room

about

Independent, fiduciary, fee-only financial advisor. That's a lot of words to say that we are professionally bound and committed to doing what's best for you. 

bottom of page