Financial Planning

We believe a sound financial plan is the foundation to investor’s success.
Our team of experienced advisors works with you in clearly defining your goals, properly analyzing your current financial assets, then building an actionable long-term plan to help pursue a desirable outcome.
We also work closely with your existing tax and legal counsel, working together with the common goal of supporting you.


Before we get down to crunching numbers, we’ll talk about the things that are most important you.  Family, community, pastimes, church.  We’ll ask a lot of questions about what you’re really thinking, feeling, worried about’  your experiences with money; and what you’ve accomplished so far.  Together we’ll figure out where you are now.


Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities and consider what gaps exist.  We will weigh the financial implication of each goal we discuss and construct the framework for a plan that focuses them.


A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life.  During this phase, we will recommend specific strategies to address each of your goals.  This is where we implement your customized plan.


Just when you make plans, life happens and events large or small can change everything.  The monitoring state incorporates tracking systems to keep you plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.