Your Good Life N.G.P.S Plan™

A 3-step process to get clarity on your finances and test drive our services.

We Do Our Best Work With…

Government Contractors Or Employees/Retirees

Employees of the State or Federal government who want to thrive in their retirement.

Want An Ongoing Partnership

Want to partner with a pro instead of sorting out complex jargon themselves.


Have accumulated assets of $500,000 or more.

Interested In Calling Us To Help With Your Finances And Retirement?

You SHOULD Call Us If:

  • Your financial life has several moving parts, and you are not sure how they all work together
  • You’re busy and don’t have the time to figure it all out
  • You want a professional team of advisors to help you sort it out

You Should NOT Schedule A Call If:

  • You are looking for the next big stock idea
  • Your idea of investing is loading into crazy momentum stocks or cryptocurrency
  • You are shopping for the cheapest advisor. We are NOT the low cost provider

Your Good Life N.G.P.STM Plan

This strategy starts with where you are now, your goals and problems, and if we are suited to work together we present you with a strategy

Step 1: Let’s Get Acquainted

A 20-min call to learn about where you are Now, and for you to get some background on us and how we can help.

We make sure we are the right financial partner for you. If we aren’t, we will happily point you to the right professional.

Step 1: Let’s Get Acquainted

Step 2: The “Goals & Problems” Meeting

The next step is a one-hour meeting (in office or via Zoom). We will get crystal clear on your financial Goals, and any Problems or concerns about getting there. During this process we get clear on the answers to these three critical questions:

  • Will I make it?
  • What are my blind spots?
  • And what is my “it”? (That is, what is important to me?)

We want to understand your entire situation during this one-hour meeting. With this we create your Good Life NGPS financial strategy, and put it into action.

Step 1: Let’s Get Acquainted

Step 2: The “Goals & Problems” Meeting

Step 3: Continued Support

When your Strategy is complete and in place, we’re off to the races. We’ll continue to check in from time to time, and always be available for any questions that may come up along the way.