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Financial Planning

A true financial plan is about more than just numbers. Sure, crunching the numbers will offer the organization and strategy to efficiently build and maintain wealth. But the peace of mind that comes with knowing you are positioned for sustained financial success brings freedom to devote more time to your family, career, and passions. 

Simply put, we aim to help our clients maximize their financial potential so that they can reach their financial goals sooner and live life free of financial stress.

Our process begins with gaining an understanding of what your financial goals are, what success in those areas looks like to you, and what is important to you. From there, we work to develop a comprehensive plan to help you maximize your resources and allow your money to facilitate the life you want to live.

Depending on need and complexity, our financial planning process typically includes analysis in the following areas:

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Retirement Planning

Investments

Life Insurance

Estate Planning

Education Planning

Cash Flow Management

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Service Options

COMPREHENSIVE  FINANCIAL  PLAN

A Comprehensive Financial Plan offers a wholistic look at your overall financial picture, and actionable you can take to help improve your probability of achieving your financial goals.

We will conduct assessment and analysis of the following areas as applicable:

  • Retirement/Financial Independence Planning

  • Cash Flow Analysis

  • Investment Strategy

  • Life Insurance

  • Estate Planning

  • Tax Reduction Opportunities

  • Debt Management

Once complete, we will meet to review the plan, customized recommendations, and action items.

HOURLY  FINANCIAL  PLANNING

Hourly Financial Planning is suitable for those who may not need a comprehensive financial plan, but have one or two primary financial issues they would like help with.

Examples include:

  • How can I best take advantage of my employer-sponsored retirement plan?

  • Should I be making Traditional or Roth contributions?

  • What's the best type of small business retirement plan for me?

  • How do I set up a budget?

  • What do I need to know about debt management? (Mortgage, Student Loans, Credit Cards, etc)

  • How do I financially plan for a wedding or child?

After our meeting, you will receive a written report of our meeting, analysis, and recommendations.