Financial Planning

In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Your personal financial plan will show you how to save, spend and invest to work toward your goals, and will seek to alleviate your anxiety about how to pursue your financial objectives.

Our approach to financial planning recognizes how busy you are, so we take a modular approach to creating your personalized roadmap. Comprehensive financial planning can be overwhelming so we break down the work into bite-sized components so you receive immediate value!

For example:

Phase 1 Phase 2 Phase 3
Retirement Planning
Investment Planning
Cash Flow Planning
Risk Management/Insurance
Education Planning
Estate Planning
Tax Planning

We first collaborate with you to define the specific financial areas of your life that we need to explore and to determine the phasing that makes sense based upon your needs. We then develop each component of your plan to entirely focus on how to get you safely to the destinations that are important to you, without judging your current situation or your past decisions.

But the development of your financial plan is not a “one-time” event. We anticipate that your preferred destinations may change and assumptions may turn out differently. So, we work closely with you throughout that financial journey, diligently track your progress toward your objectives, and advise you when we think changes are necessary to keep you moving in the right direction. We want to make sure that we are doing everything possible to help you get to where you want to go! Clients tell us that having a partner to accompany them along the way provides great peace of mind.

Our process works like this:

Complete Data Questionnaire
Fill In Questionnaire
Provide Documents
First Meeting
Discuss and define goals
Collect Your Data
Time: Up to two hours
Delivery of Financial Plan (for Each Phase)
Deliver Applicable Phase of Written Financial Plan
Discuss recommendations and Answer Questions
Time: Up to Two Hours
Three to Four Weeks After First Meeting
Two Month Check Up
Assess progress in implementing recommendations
Answer Questions
Time: Up to 30 minutes

We also provide you with the option to have an Annual Review meeting to receive an update to your financial plan, discuss your questions, and determine how to respond to changes in your life.

Feeling anxious or uncertain about whether you can meet your goals? Schedule a free consultation and get more confidence in your financial future!