COMPREHENSIVE FINANCIAL PLANNING

From a Certified Financial Planner®

WE WORK TOGETHER TO BUILD, IMPLEMENT, AND MONITOR YOUR COMPREHENSIVE FINANCIAL PLAN.

Ideal for clients who want to work with a financial planner on an ongoing basis.

Comprehensive Financial Plans Personalized to your needs

  • Requires no account or net-worth minimums

  • Packages to cover your entire planning needs

  • Periodic services for those who need ongoing support

  • Recommendations of adjustments needed to accomplish your financial goals

  • Clear summary of next steps to implement your plan

  • Identify top goal(s) for ongoing monitoring

  • Access your to your Personal Financial Website to streamline planning & implementation

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Goal

• Saving for retirement

• College planning

• Real estate transactions

• Stock compensation

• Starting a business

Wealth Accumulation

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Goal

• Retirement income needs
• Travel planning
• Lifestyle management
• Social Security analysis
• Investment planning

Retirement

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Goal

• Estate planning
• Gift planning
• Estate taxes
• Wealth transfer
• Stretch IRA planning

Estate Planning

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Goal

• Divorce
• Disability
• Inheritance planning
• Premature death
• Long-term care

Unexpected Events

FINANCIAL GOALS

We have a diverse range of clients all hoping to improve their financial success. Here are some common goals we work with clients to navigate.

  • Merge finances with significant other

  • Pay off mortgage

  • Fund a full emergency fund

  • Make a budget

  • Pay off a car loan

  • Pay off credit card debt

  • Pay off student loan

  • Go on vacation

  • Open a retirement account

  • Investment allocation

  • Understand employer stock compensation

  • Incorporate inheritance into your finances

  • Determine if you are saving enough for retirement

  • Save for a large purchase

  • Plan for home improvement expenses

  • Tithe/charitable giving

  • Save for a wedding

  • Plan for an adoption

  • Teach your children about money

  • College planning

  • Establish a consistent routine related to money

  • Open a business

  • Transition to one income

FINANCIAL PLANNING PROCESS

Build. Implement. Monitor.
Integrating our expertise and the technology of your Personal Financial Website, our three-step process of build, implement, & monitor is designed to provide you a baseline plan that is monitored and updated as your goals and life change.

Book A 30 Minute FREE Consultation!

During our consultation we will:

  • Discuss your financial goals & current situation.
  • Walk you through our services, process, and pricing.
  • Discuss the next steps in your financial planning journey.
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