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COMPREHENSIVE PLANNING

A FINANCIAL PLANNING EXPERIENCE ENCOMPASSING EVERY AREA OF YOUR LIFE. 

GOAL 
PLANNING

We track your action items, goals, and important deadlines to ensure your plan is implemented. 

STUDENT 
LOANS

As a Certified Student Loan Professional, we go a few steps deeper to make sure you know all of your options to reduce debt.

EMPLOYEE
BENEFITS

We help you decipher complex employee benefits including 401(k) plans, stock options, health insurance, and more.

RISK
MANAGEMENT

We build and actively monitor risk management plans to protect against worst-case scenarios. This includes providing unbiased insurance advice.

HOMEBUYING

We prepare you for a home purchase, weigh rent versus buy decisions, and analyze the best course of action.

INVESTMENT
MANAGEMENT

We manage your investments using evidence-based strategies while avoiding the noise of market timing & predictions. Learn more here about our approach.

TAX PLANNING 

With tax-efficient financial planning, we help implement strategies each year to reduce your tax bill.

RETIREMENT
PLANNING

With ongoing coaching, we help you uncover your ideal retirement. Then we build a plan to make it a reality. 

ESTATE
PLANNING

We help you identify legacy planning strategies and offer introductions to estate planning experts.

ONGOING PLANNING PROCESS

INITIAL PLAN BUILDING

We meet five times in the first year to build an initial plan. 

ONGOING MEETINGS

We meet at least twice per year moving forward. Our team is available to you throughout the year as needed.

IMPLEMENTATION

Together, we co-create and implement strategies designed to reach your goals & ideal life.

PlAN MONITORING

We proactively monitor your plan, including investment rebalancing, track important deadlines, tax code changes, and provide timely advice as your life inevitably changes.

COORDINATION

We collaboratively work with other specialists, including estate planning attorneys, tax preparers, and independent insurance agents, to provide the best advice for you.

FINANCIAL PLANNING ENGAGEMENTS

Ongoing
Financial Planning

Comprehensive

Financial Planning

Investment Management

Best for individuals and families looking for an ongoing financial planning relationship.

Tax Preparation

 One Time
Financial Planning

5 Meetings

Financial Plan Roadmap

Available for individuals just getting started with financial planning. 

Individuals are responsible for implementation.

Best for individuals just getting started