Our Financial Planning Process

Our Financial Planning Process Helps Set Us Apart
  • Our financial planning philosophy is based on values, your values.  We keep what is important to you in mind.  We focus on positive emotions: no-fear, no-greed, no-guilt.
  • We will create an investment strategy based on your own goals and risk tolerance.
  • We will help you to make the choices you want.
  • We will formulate an insurance strategy to protect you against life's inherent risks.
  • We can guide you in establishing an emergency cash reserve and a debt management strategy.
  • We analyze cash-flow and net-worth to help you reach your goals.
  • We offer a customized tax planning strategy to help you capitalize on your potential tax-advantaged opportunities.
  • We will work with your existing legal advisors to review your estate documents, POA, guardianship, medical directives, wills, shelter trusts, etc.
  • We can help business owners with their business succession planning.

Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and could result in additional fees.