Purposeful, Goal Driven Planning for the successful evolution of your financial today and tomorrow. With Spring clients we focus on consistent incremental and annual movement to help you achieve the life you want to live now while still preparing your financial house for your future.

Spring clients have needs that require strategic and planning focused tools to allow for maximum empowerment while organizing what we call, The Financial House – all of the components that feed into building a framework for a well-developed financial life. 

Why wait until you are close to retirement or the kids are getting out of college to pay attention to all those things you know you should when you could save yourself money and time by using a proactive approach rather than reactive?

Reaping the monetary and emotional rewards of taking control of your financial life does not necessarily require a high net worth. Whether you have assets to manage or not, a flat fee structure can allow you to work with a personal advisor who is your partner in navigating and building your financial house with the support of a professional team. Utilizing IMPACT action items that don’t overwhelm, but service your needs now, will help you make the most empowered decisions.


  • Annual IMPACT Plans and IMPACT Meetings:  Assessment and incorporation of immediate IMPACT action items, accomplishments and long term goals.

  • High Utilization of technology to execute your plans and action items. Your Personal Financial IMPACT Website via eMoney allows you to better consolidate and have access to all your important documents in a digital, secure and instant platform.

  • Small business owner strategy planning to make the business work for you and your family.

  • Tax strategy planning and assistance with implementation. We work with your tax preparer to come up with the best strategy for today.

  • Insurance needs analysis, planning and funding.

  • Savings goals, needs and execution

  • Retirement savings goals, tracking and execution

  • College funding needs

  • Debt pay-off analysis and planning

  • Asset Management with a focus on Socially Responsible Investing utilizing ESG – Environmental, Social and Governance – Criteria


301 N. Elm Street, Suite 301

Greensboro, NC 27401

P: 336-274-9403

F: 336-273-0217


3001 Academy Rd., Suite 110

Durham, NC 27707

P: 919-595-0619

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Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC,  a broker-dealer & Registered Investment Advisor.  Cetera is under separate ownership from any other named entity. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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