We help you optimize your resources to meet your life's goals, so you can focus on what's really important
Where Do We Begin?
We begin by creating an initial plan that illustrates where you stand today, as well as your goals and vision for your life. We then work together to systematically implement the action steps and get you closer to your goals. As changes occur in your life, we also adapt the plan and strategy to best align going forward.
What Will We Cover In Our Work Together?
When we engage in financial planning, we may cover many areas of emphasis which can vary as clients progress through the different life and financial stages. This may cover any, or all, of the following:
- Retirement Planning
- Retirement Income Planning & Income Strategies
- Financial life Stages: Early/mid career, pre-retirement & retirement
- College Planning
- Education and College Savings Strategies
- Investment management, strategy & Implementation
- Investment Recommendations for Employer Plans (401k)/403(b)/SEP)
- Stock Options/Restricted Stock Units or other equity compensation
- Establishment of 401(k)'s, IRA's, 403(b)'s, ROTH IRA's& other investment accounts
- Tax Planning & Recommendations
- Risk Management & Estate Planning
- Cash Flow Management
- Employee Benefits Optimization
- Budget & Debt Management
- Charitable Planning Strategies
- Referrals to CPA's, Attorney's and Other Professionals
What Does The Process Look Like?
Get Acquainted Meeting
Get Organized Meeting
Get a Plan Meeting
Get Ahead Meeting
How We Leverage Technology
Where Technology Meets Planning
See how we leverage technology to create your custom financial plan and help you successfully achieve your goals
Ready To Learn More?
Let's Start By Having An Introductory Phone Call