Quote for Practice
“The secret of success is to do the common thing uncommonly well.”
— John D. Rockefeller Jr.
Our clients come to us with needs as diverse as they are in the areas of comprehensive financial planning. They have competing financial priorities and lead busy lives. Some have been planning for their financial or investing for a while and some don’t know where to start. We even have a few that didn’t think they were ready or needed a financial professional. Our process is centered on you. First, we do a financial health assessment, identifying your financial strengths and potential opportunities. Then we create a game plan that builds on your strengths and addresses your main areas of financial concern and goals. Most importantly, by working together, we identify what will motivate you to stick to the financial plan. With a comprehensive financial plan in place, we can identify the level of ongoing help you need and explore a range of fee-based options to establish a delegated trust relationship that pursues for your best interests and long-term benefits.
Our comprehensive financial planning is a true value and goal based financial planning focused on what is the most important to you. We do this through conversations around and development of your Financial Road Map®. The road map aims at achieving your financial goals for your most important values. It helps instill confidence and certainty as you make major financial decisions in your life.
Our plans address critical financial areas of interest including:
- Identification and Clarification of Goals
- Cash Flow Planning, Debt Elimination and Budgeting
- Investment Accumulation Planning
- Retirement Income Planning
- College, 529 Educational Fund, Financial Planning
- Life Insurance and Disability Income Insurance Planning
- Long-Term Care Insurance Planning
- Employee Benefit Planning
- Income Tax Planning
- Estate Asset Transfer Strategies and Legacy Planning
- Charitable Giving Strategies and Planning
Our value promise is that based on your Financial Road Map®, all of our financial advice will be aligned with your most important goals and your deepest held values. You will get your financial house in perfect order and keep it that way with occasional updates. You will have confidence that no matter what changes occur in your circumstances, the nation’s politics, global markets or the world economy, you will still achieve your financial objectives.