Here we help you navigate the following:
What do you want?
When do you want it?
How much are you willing to allocate to get it?
We’ve helped families for 27 years put their dollars to work in the direction of their dreams. You tell us what you care most about funding and we work with you to show you how that can happen. Our reward is seeing real people’s lives changed for the better as they move forward. Rather than a static plan, we model a base case (how you show up financially) and from there develop scenarios showing potential outcomes. Next, we lay out a checklist of items for one or both of us to complete as the plan turns into action. Finally, we hand the plan to you online and you can take it from there.
Some of what gets covered in the financial planning process:
- Spending, Saving, Giving
- Protection – Life, Disability, Health, Home, Auto, Liability and Long Term Care
- Tax Impact
- Social Security Optimization Strategies for reflecting your personal benefits
- Estate Planning – Legacy & Asset Transfer Planning
- Retirement – Clarity of choices during this important transition
- Anything else – College, Stock Options, Real Estate, and more...
This service is a planning only option without ongoing services and without account management.