We Help You Navigate Financial
Choices with Confidence

Expertise Experience Knowledge

The power to help you succeed.

A Simple, Yet Powerful Financial Planning Process

Your finances are a lot like your health.

Smart, preventative steps over time put you in the healthiest position possible. When critical events happen, you must make wise decisions quickly. Cindy Diccianni skillfully operates in both worlds. As a registered nurse and Chartered Financial Consultant she knows how to prepare for success and respond quickly when circumstances dictate.

A Unique and Comprehensive Client Experience

Personal Approach

We understand that everyone’s life and circumstances are unique. You will find no cookie-cutter solutions at our firm. We get to know you and create a custom designed plan.

Low Client to Staff Ratio

Our boutique firm is the key ingredient to our high touch, concierge approach to customer service and financial planning.


As a Fiduciary we act in your best interest and prudently take care of your money and assets.

How We Work Together

Take Control

Chart Your Course

Enjoy Life

Let’s Talk

Achieving your financial goals does not happen by accident or by taking a back seat. We empower and educate you so together we can identify opportunities and manage your portfolio holistically.

Using a values-based approach we create a plan that fits your unique dreams and circumstances. Over time we work and adjust the plan to keep you on course through the sunny days and inevitable storms that arise.

Tending to your financial future means little if you do not take the time to enjoy life now. Our planning process balances the goals of tomorrow with the desires of today.

We know your financial situation is unique. We start by reviewing your current financial status, goals, and comfort with taking risk. Contact us today for a complimentary consultation.

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