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Comprehensive Financial Planning

Everything we do for you is driven by financial planning.

Why?  Because money isn’t everything.  We know that accomplishing your goals and living your dreams is really what you’re after, not just achieving a certain number.

Of course, a plan in itself won’t accomplish anything if it sits on a shelf and collects dust.  Action and follow-through are what changes lives.  That’s why we provide support and coaching to help you follow through and stay accountable to your goals.

Our Personalized Approach

Most financial plans fail because they aren’t personal enough to motivate you.  That’s why our process is different.  We begin by asking you a lot of questions about your goals and what you want your life to look like:

  • What are your immediate concerns?
  • What longer-term goals do you have: retirement, travel, a second home, paying for college, starting a foundation?
  • What kind of legacy do you want to leave for your family?

Once we learn what you want out of life, we set about creating a plan for you to get there.  This plan then becomes your roadmap.

Stress-Testing

We’ll also thoroughly stress test your plan.  Why? We want to make sure it is sound and will hold up against uncertain events (like market volatility, job change, disability).  So your plan is stress tested a minimum of 5,000 times (5 different tests run 1,000 each) so we are certain of our work.

We’ll also work through many areas to make sure you can be prepared:

  • Investment allocation and strategy
  • Retirement planning
  • Estate planning
  • Cash flow analysis
  • College funding

The end result of this financial planning?  Peace of mind since you’ll know there’s a plan in place.

Instead of worrying about things, all you have to do is simply follow the plan.

We know that accomplishing your goals and living your dreams is really what you’re after, not just achieving a certain number… That’s why we provide support and coaching to help you follow through and stay accountable to your goals.

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