Financial Planning

Financial planning is a personal process that allows us to craft a strategy unique to your situation, feelings, goals and priorities. Having a realistic plan allows you to let go of the anxiety of the unknown and move forward, knowing that you are doing what you need to do to give yourself the highest likelihood of fulfilling your goals. Through financial planning we work together to align your personal finances with your goals, priorities and values by:

  • Identifying your goals and vision for the future, such as paying for your child’s college education, changing careers, taking a year off, preparing for retirement, or managing your resources and liquidity during retirement.
  • Incorporating your personal financial situation, concerns about money and feelings about risk into the planning process.
  • financial_planningDeveloping a plan with detailed recommendations to help you meet your goals. Each plan analyzes and provides explicit recommendations on cash flow, taxes, insurance, estate issues, investments and retirement, emphasizing those areas of particular concern to you.
  • Collaborating on plan implementation, as needed.

Download this Sample Plan Narrative and Plan Illustration to see an actual plan!

How do I get started with financial planning?