Fee-based Personal Financial Planning

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to achieve multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.

Our financial planning process encompasses the following steps:

  • Discovery

    We listen to discover what is most important to you. We take the time to understand your personal, professional and financial life goals, and gather pertinent information and financial statements.

  • Recommendations & Analysis

    We analyze your current financial situation, including income, taxes, investments and insurance and identify specific areas that need to be addressed to accomplish your goals. We thoroughly discuss the risk/reward characteristics of different asset classes and their contribution to overall portfolio asset allocation. We will make specific recommendations aligned with your goals.

  • Implementation

    We will ensure the proper allocation of your assets and coordinate the services of other professionals (such as your attorney or accountant) as needed to help implement your overall financial plan.

  • Monitoring

    We will conduct regular periodic reviews to measure your progress against your goals and make revisions as warranted by market, economic or lifestyle changes.

WealthVision

Pursue your life goals with our comprehensive and flexible web-based wealth and goal planning tool.

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