We believe that financial planning is not just about your money. It is about your life. We created our financial planning process, The Person is the Plan®, so we can understand and help you follow the path that is calling out to you.
When you work with us, our first conversations will focus on your vision for the future, not just your financials today. Then we will work through a series of modules to build your personalized financial plan. Once we lay the foundation, we will meet regularly with you to ensure you continue to make financial progress.
Your modules will include:
Achieving Your Goals: We learn about your desires in life and create a comprehensive plan to help you reach those goals, encompassing financial needs such as retirement, income tax, and investment planning.
Protecting Your Lifestyle: We address potential risk to your family and lifestyle, review coverage, and make recommendations where you fall short.
Planning Your Legacy: We help you articulate the principles that have shaped your life and make sure you understand your wills, trusts, and other estate planning needs.
Meeting Your Unique Needs: Since your needs are unique, we include college planning, executive benefits planning, and business planning as needed.