Broker Check

Financial Planning

The Power of Planning

The Power of Planning

In our experience, many Americans wander through life, hoping it will go well for them. Americans don't plan to fail, but they do fail to plan. 

Then there are those that take life's steering wheel into their own hands. They create a plan with the help of experienced professionals and they work the plan. 

We believe those with a Financial Plan are much more likely to achieve the things in life they truly want, and are much less likely to be set back when life throws its worst at them. 

Don't just hope. Plan. We're here to show you how and help keep you on track. 

The Planning Process

The Planning Process

Financial Planning is not a 100 page report. It's first and foremost a process. 

We must for first determine Point A. Where are you now?

Then we must determine Point B. Where do you want to be? 

Planning is the process of getting you from Point A to Point B as efficiently and effectively as possible. 

Your finances (cash flow, investing, insurance, taxes, etc) are just the means to an end. 

Our Process
The Plan in Action

The Plan in Action

Our process will generate a One Page Financial Plan*, written in plain English, with Actionable Steps and an Implementation Timeline.

We will then work with you to help you accomplish your plan. From items that we can complete for you, to holding you capable to complete those steps only you can complete, we will walk with you to completion. You are under no obligation to implement the plan with us, and can choose to implement with the professional(s) of your choice. 

We will explain to you and show you how every recommendation in the plan improves your situation so that you can feel confident you are on track to achieving your goals.

Areas of Planning
Planning Team

Planning Team

We have a team of advisors and staff available to serve you. You will also need other professionals in the areas of tax, legal, and insurance to round out your team. 

We have observed that while some clients already have professional help in these areas, if they are not working together they can be at odds.

Does your estate planning attorney understand the tax ramifications of a certain type of investment in a trust?

Is your CPA simply looking to minimize taxes this year or minimize taxes over your lifetime? 

We coordinate with all your advisors to best serve you, bridging the gap between the professions. If you do not have tax, legal, and insurance professionals you trust, we can introduce you to some that we have vetted. 

Our Team
Planning Options

Planning Options

We offer various Planning Options**

  • Comprehensive Planning - Tackling all your issues at once with a comprehensive plan.
  • Ongoing Planning - Planning for various items over time. Spreads the cost and work out over several years. 
  • Retainer Services - Retain us annually to handle your planning needs as they arise. 
  • Hourly Advice - Pay by the hour for do-it-yourselfers who simply want a professional opinion. 

Depending on the complexity of your planning needs, your costs could range from $500 to $5,000 or more. 

Your specific fee, and the value you will receive in exchange, will be clearly laid out to you before any decision is made. We then encourage you to sleep on that decision before you agree to retain our services. 

Contact Us

*A full and thorough report, along with a One Page Executive Summary, will be delivered electronically to the client. **Clients with sign a Financial Planning and Services Client Agreement prior to engaging in business. See agreement for full details.