Partnering with you to make a plan
that's uniquely yours.
Financial Planning encompasses financial goal planning, career planning, estate planning, and all points in between. We work side-by-side with you throughout the process, providing insights, guidance, and trusted advice.
An informative process for making your personalized plan.
We start with an initial evaluation and planning process that spans three to six months. Each month, we focus on a range of financial and life planning topics.
Month 1 - Discovery
Financial Goal Prioritization & Life Planning
Month 2 - Love
Estate Planning & Care Giving
Month 3 – Health
A Focus on Mind, Body & Relationships
Month 4 – Wealth
Tax Aware Portfolio Construction
Month 5 – Protection
Comprehensive Risk Assessment
Month 6 - Purpose
Aligning Your Values, Legacy & Passions
Helping you prepare for all of
life’s possibilities.
Financial Goal Prioritization & Life Planning
We’ll help determine where all your resources are currently allocated, and evaluate where they can best be utilized.
Transition Planning – Death / Divorce / Disability / Dementia
We’ll analyze the effects of death, divorce or incapacity and help you to prepare for the next phase of life.
Pre-and Post-Retirement Planning
We’ll analyze current social security claiming strategies and retirement income planning to help you achieve your retirement goals.
Investment Analysis & Planning
We’ll analyze your current portfolio and learn the benefits of diversifying assets across many different investment areas.
Tax Analysis & Planning
We’ll help you understand the impact of various investments on current income and future tax liability and offer proactive tax planning advice.
Estate Planning
We’ll help you learn the steps needed for a properly planned estate, including wealth transfer, charitable giving and more.
Risk Analysis & Insurance Planning
We’ll review existing policies and government benefits to measure the extent of coverage in the event of a premature death, disability or health care need.
Business Planning & Professional/Career Planning
We assist business owners with prioritizing goals, identifying business life cycle transitions, analyzing business conditions, and succession planning.
Education Planning
We’ll review options for the funding of educational expense needs for you, your children, your grandchildren or other dependents.
