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Financial Planning

Would you like to clarify, simplify, and organize your financial life in a way that make sense to you?

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.

Wealth Planning Services
We design a financial plan, which can include:

Goal identification
Consultation on life changes that may affect your assets
Portfolio review (allocation, risk tolerance, objective, tax efficiency, cost, investments)
Design of a spending plan and cash flow management
Life insurance analysis
Education funding for children and grandchildren
Retirement planning
Executive compensation

Employment package analysis
Financial organization
Implementation of recommendations
Charitable giving strategies
Estate planning review and coordination with legal and tax advisors
Incapacity planning


The Financial Review includes a one-time fee that covers a customized review of financial situation, goals, and needs, and provides specific recommendations. Plans begin at $5,000 and depends on situation and complexity.

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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