Embracing goal based holistic financial planning
Guiding and helping you manage all aspects of your financial life
Our approach
We believe that you are unique, and that you have challenges and opportunities that make your needs different from everyone else’s. We value the personal relationships that we build with our clients, because we view financial planning as a lifelong process. As we work with you, we take the time to get to know you and your circumstances because at the end of the day, our advice for you is going to greatly depend on your personal situation.
Providing you with the space to discuss your financial goals
As you encounter changes in your life, we will be there to coach you through these transitions, and adapt your financial plan and investment strategy to the new landscape of your life.
Regular and consistent communication ensures that your needs are addressed in a timely manner. We will meet with you semiannually to collect and review data and go through the key parts of your financial life and the elements that either you or we think need to be reviewed. After clarifying your goals for where you want to be, we will build a financial plan to help get you there. Eventually you may want to meet less frequently, at which point the meetings are more dictated by you and your life circumstances. We are always available via email or phone as needed.
In-person and remote options
We are based conveniently in the Bucks County, PA area. Not in our area? No worries – we’ve got you covered with our convenient Zoom meetings.
We are a paperless business and work with clients all throughout the country.
Our services
-
Investment Planning & Advice
-
Goal Based Holistic Financial Planning
-
Strategic Tax & Retirement Prep
Meet our team
-
Bill Aquila, CFP®
Founder
-
Abby Schmid, CFP®
Financial Planner
-
Lukasz Thieme, CFA®
Partner
-
Heather Tormey
Director of Client Services