Comprehensive financial life planning goes far beyond investment management and retirement planning. The process explores your financial and personal life goals, provides you with a clear picture of where you stand financially, and offers you direction and discipline to help you achieve your dreams.There are numerous areas of your life that impact your ability to become (and remain) financially independent. That is why we are committed to a holistic approach that begins with understanding your aspirations, and then follows a six-step process to help you become financially independent and live the life you want.
In addition, to ensure your entire advisory team is working together toward the same goals, we can consult with your other trusted advisors (such as your accountant and attorney).
It is natural to be nervous about a first meeting when you don't know what to expect. We want you to feel comfortable, so we've described what you can expect at a financial planning meeting here.
Monitoring and rebalancing a plan is crucial to meeting goals over the long-term. We offer two distinct follow-up service options to meet individual needs.
As fee-only financial planners, our loyalty is always to you - our client. Get to know us here, and don't hesitate to contact us with any questions you may have.