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Personal Financial Planning

Financial planning is at the very core of the life planning services we offer to individuals and families seeking to build, protect and manage wealth over time. Tax and estate planning, retirement income planning, education planning, and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals.

We believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way. That’s why our approach to financial planning seeks to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Learn new ways to plan for taxes, increase savings, and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety

Our financial planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important discussion items:

  • Cash Flow Analysis
  • Tax Planning
  • Savings & Emergency Funds
  • Insurance Planning
  • Retirement Accumulation
  • Estate & Legacy Planning
  • Retirement Income Planning
  • Charitable Giving
  • Education Planning
 

Our Comprehensive Planning Process

Meet & Discover

We learn about each other. You complete a confidential personal and financial profile, enabling us to review your current status and explore your immediate needs and your long-term financial goals. In this stage we talk through your comfort with risk, any income concerns you may have, and the needs of the people and causes you care about deeply.

Prepare & Recommend

After fully discussing your current situation and making sure any critical needs have been met, we construct a comprehensive plan, offering strategies we feel will best serve your interests. We make sure you are fully educated on your options and are comfortable with any action we take. This is your life, and these are your hopes, and your assets. Our role is to help you make the most of them.

Implement & Monitor

Once you approve the strategies we recommend, we not only implement the plan for you and manage all the details you choose for us to manage, but we also closely monitor the performance of your plan and make adjustments as needed. All the while, we will communicate with you and will be available to address any concerns or questions you may have.

Learn about Our Investment Philosophy and Process