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Contact Us

We are an independent fee-only financial planning and investment management firm serving clients in Minneapolis/Paul face to face and virtually across the country.  

Please schedule a Learn More call on Liz's calendar if you'd like to connect!

Or fill out the Contact Form below to get in touch!


3001 Metro Drive Suite #220

Bloomington, MN 55425

(651) 209-2610


Monday - Friday

9 AM- 5 PM