Financial Planning For Life

Define and implement your personal plan to move you toward financial independence.

“Financial Planning for Life” is fluid and coordinated, with each piece accomplishing a specific task and supporting your overall financial plan.

We work to define and implement your personal plan to move you toward financial independence. Planning from a Fee-Only (Fiduciary) perspective results in recommendations that put your interests first.

The Financial Planning Pieces

Goal Setting

Defining what matters to you – your values, priorities and plans.

We help you define and prioritize your short and long term goals, then develop a strategic financial plan that merges with your life plan.

Retirement Planning/Financial Independence

Which have you spent more hours planning for?

Your Retirement

or

Your Next Vacation

Investment Management

Are you investing your assets wisely for your short and long term goals? 

We build customized investment portfolios that achieve long term growth for each client.

Tax Planning

Do you want to reduce your tax burden and understand legal tax strategies available to you?

Cash Management

Do you know how much you spend each month?

If you suddenly had no income for 6 months would you be ok?

Risk Management

We help you consider how much coverage you need for various insurances, what type of insurance to hold and what risks you can afford to fully or partially self-insure.

Estate Planning

We work with clients to evaluate the pertinent estate issues that impact your life that you can then implement with an attorney.

Education Funding

There are ways for families of any income level to effectively save for future college costs, and we can help you determine the best way for you and your family.

Let's Talk!

Learn more about life-integrated financial planning and how our services would benefit you.

Schedule a No Cost/No Obligation consultation call.