FINANCIAL PLANNING
When we say “financial plan”, we DO NOT mean an investment performance report showing your account’s past performance.
We look at Financial Planning as a comprehensive and collaborative process that works to give you a clear picture of your financial goals and steps to achieve them.
What do we mean by “comprehensive”? Check out our list to get an idea of how we help.
We want to make sure we know what we’re working for, so let’s help you identify what it is that brought you to see us. Don’t worry if you don’t have an idea just yet, we are here to walk you through this!
Get a glimpse at your current income & expenses and get advice on ways to improve your savings.
Protect yourself and your family. We will analyze your coverage and identify any risks that may need to be addressed.
We don’t sell or receive compensation on insurance, we want to protect you, our client, not sell you the product that pays us.
We look at your current situation and provide information on ways to protect your life’s work and preserve your legacy.
We aren’t attorneys that prepare estate documents, but we can help you understand “next steps” and work with you and an attorney to organize your documents.
This isn’t a backward looking performance report, it’s a tool to help you remain diligent in your plan and help remove some of the distractions we see out there.
Do you have higher education goals for yourself or a loved one? Do you have student loans and want help managing them? We can help you!
Forward thinking solutions to help you keep more of what you have built.
What do we mean by “collaborative”?
Our step by step process is designed to take you through the financial planning process and include you in each step along the way. Take a look at our process below to better illustrate what we mean.
