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Our Process

Our Process

The Healthy Plan Path™ is a step by step process that delivers a customized roadmap for how to use your money to seek a wealthy life. Your unique plan is interactive and allows you to weigh the impact of life decisions and track your complete financial picture from a centralized hub, so you can be confident in your financial future.

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Our Philosophy

Our Philosophy

Live your life on purpose. Our philosophy is simple: Healthy Plan–Wealthy Life. Everyone should have the opportunity to chase the things that inspire them to live completely. We help our clients tune out the noise and bring the focus back to what truly gives them a fulfilling life.

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Healthy Plan – Wealthy Life

Our mission is to help our clients align their financial resources with their values so they can maximize their joy and fulfillment in life.

YellowWood is a boutique wealth management firm for people who continuously seek a life lived to the fullest. Who are uncompromising on the quest to maximize the potential of their financial resources. Because life is too short and they work too hard not to have a financial partner who believes the same thing. So they can live a wealthy life, every day.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Why YellowWood?

Two roads diverged in a yellow wood, And sorry I could not travel both And be one traveler, long I stood And looked down one as far as I could To where it bent in the undergrowth;
Then took the other, as just as fair, And having perhaps the better claim, Because it was grassy and wanted wear; Though as for that the passing there Had worn them really about the same,
And both that morning equally lay In leaves no step had trodden black. Oh, I kept the first for another day! Yet knowing how way leads on to way, I doubted if I should ever come back.
I shall be telling this with a sigh Somewhere ages and ages hence: Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.

The Road Not Taken
By Robert Frost

What's Your Risk Number?

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."