You Bring The Goals … We’ll Bring The Strategy
You Bring The Goals … We’ll Bring The Strategy
Personal Financial Planning
Financial planning gives you the opportunity to look at your complete financial picture, connect the dots, and make solid financial decisions about your future.
Your financial life is connected. Decisions about your investments will affect your taxes. Your retirement goals will influence how much you need to save. Estate planning, insurance, cash flow, and major financial decisions all play a role in your broader financial picture.
Our job is to bring those pieces together into a comprehensive financial plan that reflects your goals, priorities, and the life you want to create.
What We’ll Work On Together
How We Can Work Together
Comprehensive Financial Planning
A deep look at your financial picture and an integrated plan that brings the different areas of your finances together and puts you on track toward your most important financial goals.
Engagement: Approximately 6–8 weeks
Investment: $6,000 for individuals | $7,000 for couples
Project-Based Financial Planning
Planning for a defined financial question, decision, or need.
Projects begin at $1,500, with the final investment determined by the scope and complexity of the work.
Ongoing financial planning relationships are available for clients who want continued support as their financial lives evolve.
Areas of Financial Planning
Your financial plan may address a range of areas depending on your circumstances, goals, and what we’re planning for.
Spending & Savings Plan
Developing a spending plan that aligns with your priorities and creating a savings strategy that supports your goals.
Investment Planning
Evaluating your investments and developing an investment strategy that aligns with your goals, time horizons, and comfort with risk.
Retirement Planning
Determining what you want retirement to look like and developing a strategy to help you get there.
Tax Planning
Identifying opportunities to reduce your tax obligations and make the most of available tax benefits.
Estate Planning
Making sure your assets, wishes, and the people you care about are appropriately considered and protected.
Risk Management
Evaluating the risks that could derail your financial progress and determining how best to protect against them.
Education Planning
Creating a strategy for funding education while balancing that goal with your other financial priorities.
Major Financial Decisions
Helping you think through significant decisions such as purchasing a home, changing careers, starting a business, receiving an inheritance, or navigating other major life transitions.
Getting It Done
I stay with you through execution, helping you work through decisions and make the adjustments needed to put the plan into action.
Ready to Move Forward?
Whether you’re planning for retirement, navigating a major transition, building wealth, or simply want a more comprehensive approach to your finances, the first step is a conversation.