A Financial Planning Approach

Many financial firms focus only on investments. We take a comprehensive and holistic approach to financial planning. We incorporate all the moving parts of your life with your financial life plan.

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Although each plan is unique, most plans include the following elements:

"If you don't know where you are going, you might wind up someplace else." — Yogi Berra

  • Comprehensive and easy-to-understand overview of your assets, job benefits, debts, and future obligations
  • Analysis of your spending and cash flow
  • Itemization of income needed for your current lifestyle, as well as what you will need in the future
  • Analysis of your current investments and recommendations of what mix of investments is appropriate for your stage in life and what you'll need to reach your goals
  • A strategy for building an education fund for children and grandchildren
  • Analysis of what income you will need in retirement and an investment plan to create the necessary income
  • Analysis of the tax implications of your investments and development of a plan to maximize your after-tax income
  • Identification and analysis of the financial risks your family faces and development of strategies to address those risks
  • A plan for protecting your family’s financial health in case of death, disability, or the job loss of the primary breadwinner
  • Definition of who you want to support with your wealth when you pass away and how to maximize your legacy

Virtual Meetings

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“What we care about is what’s important to you and developing a plan to accomplish your dreams.” — John Augustine

Your financial plan should reflect your needs, values, and goals. We'll use our 20+years of experience to build the financial life plan that's right for you. A plan is only as good as its implementation. When you partner with us, we'll keep an eye on your financial life plan every step of the way.

Regular Reviews and Progress Reports

We will establish a schedule with you that meets your needs. Most clients meet with us 1 to 2 times per year or as needed as life events or special situations arise. We can schedule a face to face meeting in our office, via phone conference or via web-based video conference.

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