Personal Financial Planning Services

Did you know you can outsource stress? It’s true!

One of our clients said to us, “I don’t worry because I know you’re worrying for me.”

That’s exactly what we’re here for.

Your finances are managed, your questions are answered.

We all have certain areas of our lives that we either feel we don’t have time to focus on or we need the accountability of a professional to make sure things get done. Sure, you can do all kinds of research on tax planning, investment management, funding education, charitable giving…the list goes on and on.

But do you really want to?

When it comes to personal financial planning, we take your lead. Want to be more hands-on and understand the details of what’s happening? Contact us and we’ll answer your questions. Ready to completely hand over the management of your finances? We’re here to take that off your to-do list.

Overall, we communicate with all of our clients to keep them informed so that no matter what the market is doing, they know they’re on the right path. We also regularly hear from our clients when life changes so we can pivot when necessary.

How We Work

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 5

Our Services Include

Take the first step toward a better financial life.

Our financial planners want to share with you their knowledge and expertise to help you make the best decision for your future.