COMPREHENSIVE PLANNING
A FINANCIAL PLANNING EXPERIENCE ENCOMPASSING EVERY AREA OF YOUR LIFE.
GOAL
PLANNING
With 1-on-1 coaching, we help you identify your core goals and put systems in place to keep you on track.
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 identify risk management solutions to protect your financial goals. We also provide unbiased insurance reviews.
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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Using academic research and financial science, we build personal investment plans to stand the test of time. Learn more here.
TAX PLANNING &
FILING
Through tax-efficient financial planning, we identify strategies to reduce your taxes. With integrated tax prep services, we streamline the filing process.
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.
THE PLANNING PROCESS
INITIAL CONSULT
Get to know each other & determine if we're a good fit.
DISCOVERY
Review goals & organize your financial picture.
RECOMMENDATIONS
Review financial plan roadmap.
IMPLEMENTATION
Action steps & implementation timeline
REVIEW
Monitor & evaluate as life changes
FINANCIAL PLANNING OPTIONS
Ongoing
Financial Planning
Comprehensive
Financial Planning
Investment Management
Best for individuals and families looking to maximize their financial resources with
the guidance and coaching of a CFP® Professional.
Tax Preparation
One Time
Financial Plan
3-4 Meetings
12-Month Roadmap
Best for individuals who are just getting started.
This includes a complete
evaluation of your current situation with recommendations.
Individuals are
responsible for implementation.
Best for those
just getting started