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Financial Planning

Financial Planning Services

  • Investment Oversight
  • Retirement Planning
  • Estate Planning
  • Debt Management
  • Budgeting
  • College Planning
  • Tax Planning
  • Insurance Planning
  • Goal Prioritization

Financial planning is a process, or better yet, a journey. The core of what we do is getting our clients from where they are now to where they want to be. We navigate our clients through the following process in planning for their finances (adapted from the CFP® Board Financial Planning Process).

1. Where Am I Now?

Our process always begins with listening ears. We seek to first gain a clear understanding of who you are and your current financial situation.

You may be feeling a little disorganized in your financial life. To get to where you want to go, you first need to know where you are now. We help you to understand your current situation.  Organization leads to clarity, and clarity leads to better goals.

2. Where Do I Want To Be?

What do you want to accomplish in the next year? Five years? Ten years? Your lifetime? Your goals and values add meaning to your plan. Tying your plan to what's important to you helps you align your direction with your desired destination. We seek to clearly establish what success looks like to you so that we can develop recommendations truly tailored to you.

3. How Do I Get There?

This is where we analyze your current situation and determine what you need to do to meet your goals. We will evaluate various courses of action and determine the most efficient way for you to reach your goals. We take careful time and consideration in tailoring each strategy for you. 

After we finish our analysis, we will present our recommendations to you. We fully and clearly explain each of our recommendations, without all the fancy industry jargon. 

4. Start the Journey

At some point, the rubber has to meet the road. If you choose to work with us, we will help you implement the steps necessary to reach your goals. We serve as your personal CFO, guiding you to be the best executive possible over your finances.

We can help coordinate with other professionals (accountants, attorneys, insurance providers, etc.) to ensure everyone is on the same page for your plan.

5. Review the Route

We regularly monitor your progress towards your goals. Through regular reviews, we keep you accountable to the goals you created. We proactively look down the road to anticipate and prepare for future life changes. For those unexpected life changes, we are there to help you roll with the punches and move forward.

What's next? Fill out the form below to request a free consultation.

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