Your financial plan starts with your story

Building a financial plan made specifically for you has your values and your vision for the future as its foundation. Investing is an important part of a holistic, life-serving financial plan, but it is a part of a larger whole.

Our financial planning process is guided by rigorous professional standards and a commitment to best practices, but each step forward is guided by your life and goals, for a plan tailored to your unique life and circumstances. In this process, we will discuss:

Your vision and values

Many of our clients first meet with us because they want to invest in their futures and the futures of their families and loved ones. This is a value we fully understand – it’s what motivates us, as well – but no one can tell you your values. We always start with open ears and open minds.

Your life and circumstances

When we know where you want to go, we start looking at where you’ve been and at what challenges and opportunities will meet us along the way. These many considerations include your family, income, assets, debt, health, retirement accounts and even “what if” scenarios like caring for an aging parent. This is also where we’ll discuss timelines and your tolerance for risk.

Your tailored plan

Once we’ve taken that all in, we’ll create your personal financial plan. This expansive plan covers a wide range of topics including risk management and insurance, savings, investing, estate planning, healthcare, longevity planning and retirement. We’ll then walk you through each part of it, so you can know all the hows and whys, and help you feel comfortable and engaged with your journey.

Your journey

Once you’ve approved your plan, we enact it, creating the proper accounts and securing the relevant services. As time goes on, we’ll keep up with you and your plan, recommending adjustments along the way, and remaining flexible. Priorities change, so we aim to build financial plans with enough flexibility to account for life’s many turns. Meanwhile, we’ll be by your side at each step of the way.