Financial Planning

Our four-step financial planning process is designed to be a road map to get you where you want to go while providing flexibility to adapt to changes along the route.


Where are you and where do you want to be?

During our meeting, we discuss your goals and concerns before we start gathering data. The financial facts and figures are important, but it’s not the whole story. We learn about your values and dreams, as well as what keeps you up at night, so that we can serve you better.


How can you get to where you want to be?

We develop a customized financial plan that shows where you are in relation to where you want to be. We present different scenarios that show the impact of your options so you can choose how to accomplish your goals in a way that is meaningful to you and how you want to live your life. We also stress test the scenarios to see how your plan will hold up to challenges like lower returns or higher inflation.


What are you willing to do to get there?

A plan has no value if it’s not implemented. You choose the scenarios and options that are right for you, and we act as your accountability partner to ensure the plan is implemented. We break the actions into manageable steps and help you prioritize so you’re not overwhelmed.  We also work with your attorneys, accountants, and other professionals as needed.


What happens when life happens to your plan?

We stay engaged with you because life happens, both good and bad. Fluctuating markets, career changes, liquidity events, changes in the laws, and health concerns can impact your plans. Ongoing proactive planning can keep you on track toward your goals.

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Retirement Planning

Are you saving enough for the retirement lifestyle you want?

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Social Security

Choose the strategic timeline for you and your spouse to claim social security benefits.

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Make sense of the options and important deadlines to optimize your benefits.

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Education Funding

Plan early to send your children and grandchildren to college.

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Tax Strategy

Understand how the tax code impacts the longevity of your wealth.

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Charitable Giving

Use your financial power to make a meaningful impact in the world.

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Risk Management

Safeguard your assets with the proper insurance at key times.

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Legacy Planning

Ensure a smooth transition of your wealth to your children.

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Investment Management

Build a portfolio that is comfortable and right for you and your family.

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Are you taking too much risk? Align your allocations to your current situation.

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Investment Strategies

Enjoy your life knowing you have a consistent investment strategy.

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Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities.

We would love to learn more about you.

Knowledgeable and expert.



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