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Services

How We Work

Our firm is focused on delivering a comprehensive financial planning, cash flow, and investment management experience. We use a multi-meeting process to:

  • Define goals and values
  • Establish time horizon
  • Review existing assets
  • Identify risk tolerance
  • Implement plan
  • Meet regularly to monitor and adjust

Our process begins and ends with financial planning. By taking a holistic view of your financial life, we can plan for key milestones including retirement, college planning, wealth accumulation, income planning, charitable giving, and more.

We believe that cash flow planning – an in-depth analysis of your monthly incomes and expenditures – is integral to the success of your overall financial plan. As such, we will work with you to produce your personal cash flow plan and help you understand where your money goes each month.

Just as every person has different personal goals, each financial plan we create is unique. Common elements addressed in your plan may include:

Investment Management

Creating a custom portfolio of investments that aligns with your risk tolerance and time horizon.

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Socially Responsible Investing

Aligning your values with your investments to include and exclude companies depending on your personal beliefs.

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Retirement Planning

Identifying and implementing strategies to save for a vibrant retirement.

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Retirement Income Planning

Restructuring assets to develop a sustainable income stream that incorporates personal accounts, workplace accounts, Social Security, and more.

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Social Security Optimization

Determining the best claiming strategy for your retirement needs.

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Risk Management & Insurance Planning

Ensuring you have the proper insurance coverage for your life, disability, and long-term care needs.

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Business Succession Planning

Developing a cohesive plan to hand your business off to your successors while ensuring your comfort in retirement.

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Philanthropic Planning

Creating a charitable giving strategy so you can directly support causes you care about.

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Estate Planning

Working with your preferred attorney and accountant to help ensure your assets pass seamlessly to your chosen beneficiaries.

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For more information about our firm and the services we offer, schedule a complimentary initial consultation. We would welcome the opportunity to speak with you.

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