Our financial planning firm works with people seeking financial guidance during various life stages. Our typical client has limited financial planning and investment management expertise, and is often facing a life stage transition. We help our clients understand the interconnected nature of financial, tax, insurance and investment decisions, the importance of establishing goals and building a comprehensive financial plan, how to execute and monitor the plan, and to make adjustments to the financial plan as needed over time.
For areas outside of our expertise, we may recommend specialists in areas such as deferred compensation, alternative investments, insurance, tax planning, and estate planning who can better assist our clients.
Sample Clients
I am entering the work force, and need help learning about personal financial management, setting financial goals, building a budget, and establishing a financial plan.
I have recently had a significant life event such as marriage, birth of a child, divorce, death of spouse, or employment change and need help understanding factors influencing my financial status, adjusting my financial plan and establishing a network of advisors.
I need help assessing my family's current financial status including insurance coverage and estate plan, monitoring my financial plan and managing my investments.
I'm already retired. I need help assessing my assets and expenses to ensure that I have enough money to last through retirement and meet my estate plan goals.
I am a Small Business Owner, and haven't focused on my personal financial management. I need help putting a personal financial plan in place, and managing the plan over time.