Financial Planning

Clarify, simplify, and organize your financial life in a way that makes sense to you.

Wealth Planning Services

Often, people want to know just what it is that they aren’t thinking about. We take time to understand the goals at hand, while taking into account a comprehensive view of 13 separate wealth management issues that are often relevant to a full financial picture.

Each person’s wealth planning journey is different. And, the process is customized to each person. Your questions are addressed and complexity decreased so you may focus on what matters most in life.

We’ll work together to define goals, understand and account for different scenarios, document current financial information and make recommendations based upon our findings.

This is an investment in yourself and your future. We want it to be a thoughtful and impactful project. You have the choice on how you want to implement any findings.

Comprehensive Financial Planning

Perfect for those seeking an in-depth, customized financial plan. We'll work closely with you to identify your goals, reflect on the issues at hand and discuss what may be on the horizon, then provide the analysis and recommendations that align with your objectives.

We encompass financial planning and advising within our investment management relationships. For those who are looking for financial advice only, planning can be offered as a project. These services may include:

Goal Assessment & Prioritization
Spending Review
Financial Organization
Portfolio Review (allocation, risk tolerance, objective, tax efficiency, cost, investments)
Retirement Planning
Education Planning
Risk Management & Life Insurance Analysis
Incapacity Planning
Inheritance & Settlement Planning
Executive Compensation
Business Succession & Exit Planning
Employment Package Analysis Review
Real Estate Advice & Support
Charitable Giving Strategies
Estate Planning Review & Coordination with Legal and Tax Advisors

Situational Financial Planning

Perfect for people seeking a targeted solution to a specified goal or situation. They desire a financial concierge to assist them in assessing or coordinating a particular concern.

Situational Financial Planning Clients work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances and goals, which can include:

Real Estate Questions
Financial Organization
Estate Settlement Coordination
Business Owner Planning
Investment Questions*

Ongoing service and support is provided as it relates only to the work performed. Additional services, outside of scope of work defined, will be determined separately on request or recommendation.

Investment Management and Financial Planning services are available separately.

*May utilize CFA for analysis

Annual Planner Client Engagements:

Planning should be a process not an event. With partnership with planning clients, we manage and maintain their financial plan through ongoing communication and collaboration that reflects changes in their life, planning strategies, the laws and the investment markets. This service is for those who prefer to continue an ongoing financial planning relationship.

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