Comprehensive Financial & Life Planning

Financial & Life Planning is an on-going process that helps clients prepare for and adapt to important life changes. Our clients require routine, tailor made plans that keep up with their busy lives.

FINANCIAL CONFIDENCE PLANNING

Financial confidence is when a client is focusing to create enough wealth to last their lifetime and working becomes optional. Financial confidence is what allows our clients to take care of their true assets, which is themselves and all the people they care about.

EDUCATION PLANNING

Most of our clients consider saving for their kids’ or grandkids’ future a high priority. Knowing how this priority will impact our clients’ Financial Independence is important. Our plans show how competing future priorities can impact each other, so our clients always know what they are able to give now without hurting their own future.

LIFE EVENT PLANNING

Life can be unpredictable. We are always here for our clients. In any situation, we walk them through all their options and remind them that they have choices.

  • Merging finances after a marriage
  • Adjusting finances to take care of a new family member
  • A financial fresh start after a separation or divorce 
  • Helping clients financially adjust due to the loss of a loved one
  • Financial impact of buying a business or selling a business

GENERAL FINANCIAL GUIDANCE

We know how important it is to have someone to call on for decisions big or small. From budgeting to saving and everything in between, we help our clients evaluate financial decisions.

  • Budget review and creation
  • Cash flow analysis
  • Financial education
  • Debt management
  • Saving for the unknown
  • Wealth building

We are Financial Planners for all of life’s moments.

OTHER SERVICES

Legacy Planning

We help our clients create timeless family documents that pass down values, principles, memories, and life lessons to their loved ones such as a family mission statement, family constitution, and your family story.

Investment & Insurance Planning

As Independent Advisors, we are not obligated to work with any specific asset manager. The only allegiance we have is to our clients and to finding portfolio and insurance strategies to fit their unique needs.

Trust & Estate Planning

We want to make estate planning as easy and as painless as possible. That is why we integrated it into everything we do for you from family estate guidance to trust services to ongoing estate planning reviews.