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Financial Planning

Comprehensive Financial Plan:

A comprehensive plan will give you a clearer picture of your entire financial life. We would like you to leave the process with greater financial confidence and clarity on how to move forward to achieve your goals. We will not only give out recommendations, but help educate and empower you to move forward with confidence. For couples, this process may help with improving your communication around money and getting on the same page in regard to goals and priorities. We also offer specific, investment recommendations including the allocation and location of your hard-earned assets.

What’s covered:

We created a holistic financial plan that involves all aspects of your financial life. To be more specific, we help you identify your goals and create a plan to help you achieve those goals. We will analyze your cash flow and savings, review debts and develop plans to address them, review your insurance coverage, develop ideas to save on taxes, review your estate plan, and much more.

What’s included:

3-5 meetings to identify what’s important to you and understand your current financial situation, as well as where you would like to go. Help implementing the plan if you desire. 6-months of phone/email support with a financial adviser. If you need more help, you can also continue working with us through our investment management program.