Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise that sound financial planning creates confidence, reduces stress, and makes investing more satisfying. Using our values-based planning process, we build your financial plan around your unique vision and goals for the future. We begin by completing a Values-Based Financial Roadmap® to gain clarity into your financial “big picture,” including where you are today, where you want to be in the future, and the freedoms and opportunities that are most important to you. The resulting written financial profile and action plan include a sensible strategy to give you the highest probability for living the life you want. Our financial planning services are designed to help you answer these important questions:

When can I retire?Will we have enough saved for college?How should I save for retirement?Do I have the right insurance?How much risk do I need to take in my investments?Should I pay off my mortgage early?Which pension payout option should I choose?When should I start receiving Social Security?Am I spending too much?I need money. Which asset should I draw from?Can I afford a vacation home or to travel?Can I leave a legacy for my children?Can I switch careers?