Our vision is to positively impact families and the communities where they live.
Transforming Financial Planning
Our approach to financial planning is inspired by our desire to truly help people, which you’ll find reflected in everything we do. We believe that when people pursue their passions and function in their God-given strengths they can, and will, make a positive impact on their family and the communities where they live. This is exactly what led us to form Echo Collaborative.
Our Values
Who you partner with matters. It’s important that the team you choose aligns with what you value. We fully embrace our core values here at Echo Collaborative.
Generosity
Always focusing on others more than ourselves
Simplicity
We specialize in making the complex simple
Integrity
We always do what’s right because that’s who we are
We are transparent
Relationships
Authentic relationships amongst our team and with our clients
Growth
We never settle for “good enough”
We strive to be a little better each day
Who we work best with:
Corporate professionals and executives seeking financial independence
You face a unique challenge - you’ve spent years, often decades, working to further the mission of the corporation all while your personal dreams and passions have been placed on a shelf. Although working for a corporation provides stability and opportunities for growth, it’s often at the expense of time with family or the freedom to pursue a more meaningful life. If there’s a dream burning inside of you but you’re unsure how to achieve financial independence, we can help.
Established executives who need guidance navigating employer benefits such as stock options and deferred compensation, etc.
Established executives are faced with constantly evolving benefit options, and the tax implications of those options can change from year to year. We can help you maximize your existing benefits to achieve financial independence sooner.
Successful small business owners facing complex financial situations
Small business owners face complex financial situations. We understand topics such as managing tax liabilities, selling your business, designing a tax efficient charitable giving strategy, or successfully transferring generational wealth.
Future entrepreneurs
When you’re an entrepreneur at heart you value growth and innovation and seek to use your knowledge in an efficient and intentional way. We can help you clarify your dream and create a plan to make it a reality.
We might be a great fit…
if you have big dreams and desire to collaborate with a professional partner [collaboration is the name of the game… it’s literally part of our name].
if you desire a balanced life and want to spend it enjoying the things you love instead of worrying about your finances [although it’s hard to believe not everyone gets giddy about financial planning like us].
if you are outward focused and impact driven [woohoo, so are we].
if you are financially stable and believe in the value of creating a financial plan to live your best life [you only have one life to live].
if you are facing a complex situation and need help simplifying it [making the complex simple is our specialty].
FAQs
Are you a fiduciary?
Yes, proudly! A fiduciary works in the best interest of the client. Non-fiduciaries need only to recommend products that are “suitable” even if they're not the lowest-cost or most ideal for you. We will always work in your best interest.
How do you get paid?
We are fee-only and paid by you. Fee-only means that we forgo any sort of commission, referral, or soft-dollar arrangements, to ensure our entire organization puts our clients’ interests first. Our fees are dependent on the service you choose and are either a flat fee or a percentage. If cost is a barrier, you may want to go with a low-fee robo-advisor.
What is your investment philosophy?
We purchase securities and generally hold them in the Client's account for a year or longer. We may engage in both passive and active investing in the Client's portfolio. However, we strive to construct portfolios of funds and individual securities that we believe will have the greatest probability for achieving our Clients’ personal financial goals with the least amount of volatility and risk rather than attempt to outperform an arbitrary index or benchmark.