We Believe in the Effectiveness of Holistic Financial Planning
You’ll receive personalized recommendations customized to your unique situation. Our holistic approach means our guidance will improve your comprehensive financial situation, whether you’re putting your finances in order for the first time or managing changes in your life years down the line.
Why Should You Have a Comprehensive Financial Plan?
The different parts of our financial lives are deeply interconnected. Planning your investments without understanding the rest of your situation can cause a large, unexpected tax bill. But looking closely at your taxes can give you specific strategies and tactics to make your investments work their hardest for you. In the same way, your cash flow, insurance, estate plan, even your earning potential, are all linked with one another in creating financial independence for you. By considering your finances as a whole, you can achieve the most efficient financial progress for your unique situation.
What You Get with Our
Comprehensive Financial Planning Services
A process that delivers:
A comprehensive financial plan
A fee that’s set up front
No pre-set time limits—take the time you need to get you questions answered without feeling rushed
No financial product sales of any kind
No commissions from anyone, at any time, for any reason—we are paid only by our clients
Vigilant attention to tax consequences
Ongoing guidance with specific recommendations on:
Cash Flow and Budgeting
Life Planning and Goal Setting
Insurance of all kinds, from autos to benefits
Special Needs Planning*
Pension Benefit Analsyis*
We strive to eliminate any conflicts of interest. So we’ll present you with a specific fee before we begin our work together, based on factors like your investable net worth, your income, the complexity of your situation, and value we can add for you. Under our Retainer, that fee doesn’t change even if you need more of our time than you, or we, expected.
Want to learn more about our services and fees?