A Plan for You

We believe that effective planning requires making strategic decisions based on having clarity and confidence.

The purpose of entering into a Comprehensive Planning Engagement is to allow our team to help you with this process. Let us take a moment to outline the steps in our approach to financial planning. 

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Spend Your Life Living

Through our planning process to help bring your vision to life in order to spend life living doing what you want, we'll find ways that you can:

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

What We can Evaluate for You

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  • Net Worth and Cash Flow Management

    Analysis of your current cash position, cash flows, and balance sheet to assess current financial position and resources available for achieving goals.

  • Risk Management

    Assessment of your current life, disability, and long-term care insurance coverages and identification of any coverage gaps or insufficient coverages.

  • Evaluation of Tax Considerations

    General review of tax considerations relating to different types of investment accounts, financial products, account registrations, and the potential effect of taxes on your financial plan, all of which can be discussed with your tax advisor.

  • Retirement Planning

    Development of strategies to fund your current or future retirement.

  • Philanthropic Planning

    Assistance with giving strategies both now and in the future

  • Estate and Legacy Planning

    Development of strategies in cooperation with your legal and tax advisors to pass wealth to your beneficiaries in efficient manner.

  • Investment Planning

    Assistance with understanding your risk tolerance and asset allocation strategies that may be appropriate for you.

  • Business Financial Planning

    Assistance with your financial planning needs as a business owner, including analyses of business cash flows, estimates of business value, aspects of business transition or succession planning, and assistance with your company-sponsored retirement plan needs, which may include assisting with requests for proposals, participant education, and plan benchmarking services.