Comprehensive Financial Planning

Financial planning is a process, not a product

Simply growing your wealth is typically not the goal. Understanding your personal and financial circumstances, gives us the foundation to create your comprehensive financial plan. The planning process is an energizing mix of discovery, meaning and focus. The result is a financial plan that shows the depth and breadth of our planning process and creates the framework for making better financial decisions over your lifetime.

The plans we create cover a lot of ground. Depending on your unique situation, we’ll seek to deliver the following:

Your financial affairs will be organized
Your needs and goals will be identified
You’ll understand your assets and liabilities
Your cash inflows and outflows will be analyzed
Your employee benefits will be clarified
You’ll have a plan to achieve a financially secure retirement
Your tax situation will be analyzed and incorporated into the management of your investment portfolio, cash flow, and retirement plan recommendations

You’ll have a strategy to fund your children’s or grandchildren’s education
Your current assets and investments will be reviewed
Your recommended investment portfolio will be synchronized with your financial plan
Your current insurance coverage will be reviewed and your needs will be addressed
You’ll understand the most effective charitable giving techniques for your situation
Your estate plan will be reviewed

It’s a robust and interactive process. Regardless of how much planning you’ve done in the past, we are confident we’ll help you gain a broader perspective and new insight into your financial life.
Successful investment is based on a well-structured plan. A deep understanding of your financial plan will allow us to fine-tune your investment strategy.