Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Get a financial plan that prioritizes your rocks
As we build your financial plan, a key question we will solve is: what are your rocks we need to prioritize in order to allow you to achieve traction towards your goals while still allowing you to fit everything else from your life into your plan?
There was once a philosophy professor who was giving a lecture. In front of him, he had a big glass jar, a pile of rocks, a bag of small pebbles, a tub of sand and a bottle of water. He started off by filling up the jar with the large rocks and when they reached the rim of the jar he held it up to the students and asked them if the jar was full. They answered yes.
He then proceeded to empty the bag of pebbles into the jar, shaking it as they tumbled down and slipped through the crevices between the large rocks, filling in the gaps. He asked if the jar was now full, and they again answered yes, although with a little more uncertainty.
He tilted the tub of sand over the mouth of the jar, and the sand nestled down into the cracks between the stones. He gently tapped the jar to allow the last few grains to sift into place. He again asked if the jar was full, and now only half the class agreed.
The professor carefully poured the water into the jar, and the students watched intently as the liquid level began to rise in the glass container, filling all the up to the very brim.
Prioritizing the rocks in your life will help ensure we focus on your top goals first, giving ourselves the opportunity to fit everything else in sequentially. Ready to get started?
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.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
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.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
