Dream. Plan. Do.
Empowering families to achieve their dreams through holistic financial planning.
EVERGREEN
The financial life is a "marathon," not a "sprint." The financial planning process is dynamic and cyclical, like the seasons of every year. In that spirit our work together will endure with growth.
HOLISTIC
My financial planning approach is informed by looking through many "lenses," including (but not limited to): risk management (insurance), investments, retirement, taxes, and estate planning.
FIDUCIARY
I provide a source of continuity and coherence for clients and their families. As a fiduciary, I seek only the best and most prudent solutions, rather than what is just suitable.
VALUES
I aim to represent the best qualities of the financial planning and investment management professions, among them: integrity, loyalty, competency, and courtesy.
Get to know Matt Hodges
I've long had a desire to help others in the service of their goals, especially those individuals and families entering a more critical phase of their financial lives (retirement); they are either done with working or soon will be, and it is my job to professionally assist them with navigating the next several decades with grace.
You only have one shot at retirement.
May it be on your terms and aligned with your dreams.
Let me help navigate your journey.
Let’s have a conversation.