Our Philosophy

Life Is About the Journey

At Ithaka we understand there are many paths in the journey of life. Rather than focusing solely on financial data, we take a more flexible and creative approach. We take a wider view that embraces your unique personality and preferences..

In addition, we know that goals can change not only with the ebb and flow of family, employment, and markets but also with changes of the heart. Be assured that Ithaka will help you monitor and reevaluate your goals, adjusting your plan to help you meet the changes and challenges of life.

Money Plays a Central Role

Regardless of where you are in life, it’s important to know that money plays a central role in everyone’s journey. How you spend or don’t spend money tells a story about where you’ve been and where you’re going.

We encourage a frank discussion about cash flow. Unlike the economy and markets, cash flow is one thing you can control. We can help you transform unplanned spending into a functional and harmonious system that keeps you on course toward your goals.

Equally important, we provide a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.

When done right, financial planning can help you unlock your productive energy and better use your wealth and talents to create a life rich in the experiences that you value.

Our Values

Empathy. As women, we share many of the same life experiences. We know you’ve worked hard to build a career and assets, and we take that responsibility seriously.

Relationship. We believe that trust grows gradually and in every encounter. We put your needs first and commit to your success for the long term. We recognize that the complexity of financial planning sometimes requires referral to other trusted professionals.

Integrity. We state the truth as we see it and hold ourselves accountable for the advice we offer. We fully disclose our findings, compensation, and actions.

Excellent Service. We provide prompt, thorough, and individualized service. We stay on top of what’s happening in the financial planning industry as well economic and market developments, through training, continuing education, and active participation in the Financial Planning Association.

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