Founders' Message
ANAT N. YODER, CFP®
You’ll see the word “purpose” used a lot on our site. For me, the connection between money and purpose runs pretty deep. When I was 7 years old, my family left everything behind and immigrated to the United States from Israel. Life was challenging as we assimilated to a new culture and language. It took many years, some struggles, and several moves to establish ourselves before finally finding the life we were seeking. In a way, we were the embodiment of the American Dream.
Not until I had grown up did I fully realize why my parents had made this move. Although they knew nothing would come easy, ultimately they saw more opportunity for all of us outside of their home land.
By way of demonstration, my parents taught me the values of sacrifice, delayed gratification, focus, calculated risk, and family. Perhaps not coincidentally, these are defining traits of nearly all of our clients. I’m convinced this connection is why I find my work so energizing and fulfilling.
Nothing brings me greater joy than helping people profoundly align their lives with their purpose. I look forward to getting to know you better, and learning how we can help the financial side of your life support a meaningful and enduring legacy. 
MICHAEL D. YODER, CFP®
We made a decision at our firm that rather than trying to be all things to all people, we wanted to focus on the most complex financial situations. This is in large part because, by nature, we are wired to enjoy solving intricate problems. More importantly, we find it incredibly fulfilling to help people overcome the anxiety and stress money often entails, and find meaningful solutions to their greatest concerns.
Throughout our site, you’ll see examples of how you might benefit from a specialist who’s able to go just a little bit deeper into each facet of your situation. This is important because in many cases, the difference between a mediocre and an exceptional outcome lies in getting the details right.
Upon meeting us, we hope you sense that our heart and soul go into everything we do for our clients. We realize how important your goals are to you, and never take the responsibility of our work lightly.
We look forward to discussing how we can help meet your needs. I appreciate your interest in our firm, and look forward to opportunity to connect.
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