Financial Planning

​We believe Financial Planning should be based on your goals and your "investment comfort zone."  

We believe Financial Planning should be based on your goals and your "investment comfort zone." 

Overcome your fears

In our experience many people fail to plan for one of these four reasons

  • They fear the unknown
  • They see the size of the task too large
  • They think the cost of planning may be too high
  • They are starting too late – what’s the use

Get the help you need to quantify specific goals

We have developed cost effective packages to help coach you through the planning process and create a path of success. Whether you are just beginning in life’s journey or have traveled far, these planning packages provide access to a planner without having to worry about being billed for extra time for questions you may have.

Our goal is to provide financial planning services not just to those who can afford it, but
to those who can benefit the most from the planning process.

Here is a link to a 3-question quiz to help you choose the package that is right for you.

Coaching

This is a package developed for those just starting an independent life or a career.

We provide an online system to help you keep track of your financial accounts.

We help you:

  • ​Create a personal financial statement
  • Develop a spending plan
    Establish an emergency reserve
  • Develop a strategy to pay off debt and manage your credit score
  • Develop a retirement savings plan

​Foundation

​You are a bit more established.

We help you identify and prioritize funding goals such as the purchase of a home, establish a funding goal for college education or make
plans for a dream vacation.

This is a comprehensive financial plan that is developed and implemented over time.

Your financial plan is created at your pace over the course of several months.

You prioritize the elements of your financial plan over time, at a pace comfortable for you. We will then incorporate those elements into a comprehensive plan.

​Comprehensive

​You'd like some professional help aligning your life goals
with your values and beliefs.

We help you clarify your values, priorities and beliefs; then guide you in defining your unique version of “the rich life.”

If you are disillusioned with the results of using your life to make money, you will find the opposite mind set of using your money to make a life to be both liberating and compelling. Together, we will answer the question—what will bring meaning and purpose to your financial life?

We will develop a more comprehensive plan for your retirement years and a strategy for your legacy. We will answer the question – who gets what and when? If you are so inclined, we will include a plan for charitable giving.