3.     ADJUST REGULARLY​

Control comes when you can successfully maintain

the balance of the four pillars of your financial profile.

Our process combines personal budgeting and money management, insurance, tax accounting, retirement savings, and estate planning into a single, comprehensive, and flexible plan.  We coordinate each and all of these pillars so all it takes is one phone call for your full financial portfolio to react to change.  The result is a whole new level of control, coordination, and simplicity.

Every six months we meet to review progress, life changes, and alignment to the plan.  We balance personal and financial needs, and adapt the strategy accordingly.

Dot.com bust, housing bubble, COVID-19.  This isn't the steady "save as you go and watch it grow" post-war economy of our parents.  The pace of change is faster, global markets are less insulated, and the political climate can turn the best laid plans upside down.  The goal of our planning process is not to set aside the exact number every month to arrive at some Nirvana in the far off future.  Our goal is to have a plan that allows you to maintain calm and make sound choices while giving you the confidence to react to change, stay in control, and feel assured about your present and future.

WE WILL WORK WITH YOU TO

MANAGING DREAMS AND FEARS

IS AS IMPORTANT AS ANY FINANCIAL FIGURES.

WHY OUR CLIENTS SEE US

​AS A PERSONAL FINANCIAL COACH.

1.     ESTABLISH A VISION

Understanding where you are today, we bring investment, taxes, insurance, and estate planning into a comprehensive, flexible, and confident plan.

Identifying what is most important to you in life, where you want to go, and what you want to do along the way.

HOW TO CREATE COORDINATED

FINANCIAL CONTROL.

2.     DEVELOP A STRATEGY​

THE TRICK TO MAKING FINANCIAL

PLANNING LESS COMPLICATED

IS MAKING IT MORE COORDINATED.

The stress and burden of creating and managing finances is a heavy one.  We consider it our job to create a plan that lifts that weight and helps you find more balance in life.  A great plan frees you from being so focused on the future that you miss the opportunities that are in front of you today.

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holistic financial planning