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Personal Financial Planning Services

I know I could be doing this better, but I don't know how.

Our financial lives are complicated. At every stage, there are critical decisions to make and actions to take. There is a wealth of information available, but knowing what is accurate, which of it applies to you, and what the best solutions are for your unique situation can be overwhelming, frustrating, and time-intensive. This is where concierge-level service combined with high-level financial expertise can move you forward.  

We help you answer fundamental questions, like:

“Am I doing everything I should be?”
“Am I taking advantage of the opportunities available to me?”
“What can I do to put myself & my family in the best financial position?”

We help you answer fundamental questions, like: "Am I doing everything I should be?"  "Am I taking advantage of the opportunities available to me?"  “What can I do to put myself & my family in the best financial position?”

Imagine how much better you would feel about your financial life if you knew exactly what you need to do and how to do it. That’s what financial planning can do for you. 

Our advisors have obtained the CERTIFIED FINANCIAL PLANNER™ Certification. Why is that important? It means they have the knowledge and experience to develop an in-depth, tailored, holistic financial plan that is designed only for you and is always in your best interest. 

How It Works

LET’S TALK

We start with a cost-free introductory meeting during which we learn about each other. You can share with us what financial needs you’re striving to satisfy, and we’ll answer your questions about our practice, our credentials and experience, and our cost structure. Together, we’ll decide if we’re a good resource to meet your needs.

Step 1

DIG DEEP

You wouldn’t go to a doctor and tell them only half of your symptoms, would you? Of course not. You shouldn’t do that with financial planning either, so in the second step, we dig deep into your financial picture. We talk about your current income and expenses, debt, investments, insurance, retirement plans, and much more. We also learn about your dreams and goals, your fears and hopes, your challenges with money, and the type of legacy you may wish to leave for those you love. It’s a wonderful process, and it’s all about you!

Step 2

WE GO TO WORK

We take your complex financial planning conundrum and examine it from every angle. We mull it over and sketch it out. We run it through advanced financial planning software and mathematical stress tests. We ask you more questions to make sure we’re on track. If needed, we consult with other financial professionals, like CPAs and attorneys. The result is a written financial plan that contains actionable and manageable strategies to move you forward toward a healthy financial future.

Step 3

INTRODUCING YOU TO YOUR NEW FINANCIAL PLAN!

Your financial plan only works if you fully understand and embrace it. That’s why it’s so critical that it fits you to a “T” and reflects your unique individuality. We present your plan to you and help you understand the steps that can be taken to move closer to your goals. We make sure it resonates with you and that you feel a sense of control and peace of mind around your plan.

Step 4

IMPLEMENTATION

Finances are complicated and implementing your new financial plan may seem daunting. Don’t worry, we’ll help you the whole way. We’ll help you with each of the elements in your planning, including introducing you to professionals who can help you in specific areas, like estate planning or tax strategies.

Step 5

MONITORING AND ADAPTATION

The financial landscape changes frequently and your life never stands still, so we help you be proactive and stay informed on an ongoing basis, tracking your progress and making changes to your plan as your life evolves.

Step 6

Our Services Include

College Planning​

Retirement Planning​

Estate Planning​

Charitable Giving​

Gifting Strategies​

Tax Strategies​

Debt Review

Budgeting​

Cash Flow Analysis​

Insurance Needs Analysis

Asset Protection​

Long-Term Care Solutions​

Take the first step toward a better financial life.

Our CERTIFIED FINANCIAL PLANNERS™ have the knowledge and expertise to help you make the best decision for your future.

Download our Free Financial Planning Worksheets

Join our mailing list to receive your 2024 Tax & Financial Planning Guide, as well as your Net Worth Statement and Spending Plan.