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
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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