Financial Planning

A plan is the foundation to your financial future.  Clients can select the planning process that best fits their needs with no additional fee for either approach. Many clients utilize both types of planning during different stages in their lives.

Comprehensive Planning

Our holistic, customized plans begin by understanding all aspects of a client’s financial life. Through detailed discussions and collaboration, we help our clients quantify aspirations and build an actionable plan to achieve their short-term and long-term goals.

  • Discovery
    Listening to our clients to understand needs, goals, and objectives

  • Analysis
    Assessing client data and developing recommendations

  • Strategy
    Presenting financial planning recommendations and/or alternatives

  • Implementation
    Implementing an agreed upon strategy

  • Review
    Periodic review and update of the plan

Additional Resources:

 Summer 2019 Checklist

Qualified Charitable Distributions

Financial Planning Annual Limits