Holistic Financial Planning
Planning with Purpose
We continually face important financial questions and decisions that impact our future. Am I saving enough? Should I lease or buy? Am I paying too much in taxes? A single decision can cascade in unexpected ways. Navigating the complexity of our financial system is beyond the capability of a spreadsheet. And be honest with yourself: Do you really have the experience, time and desire to do this work on your own?
Our holistic financial planning process purposefully addresses all facets of your financial life, ensuring those facets are working in concert with one another. This is big picture financial planning. Your expert planner will guide you towards financial wellness, a place of confidence knowing you have the map and resources to achieve your long and short term financial goals.
Depending upon your circumstances, we will address some or all of these personal financial planning topics:
We use a 6-step process for creating and maintaining your holistic financial plan. We employ both goal based and cash flow based financial planning strategies. We believe our skills in listening and educating are key elements in making the process successful.
Assess a mutual fit. Discuss why you’re seeking guidance, how we work with clients, and pricing. Establish next steps.
Guide you through set of questions to better understand your concerns, goals, and needs. We share initial observations and recommendations. Establish terms of engagement.
Get Organized Activities
Series of short email communications to gather statements, documents, and other data. We organize information in our financial planning tools.
Explore Possibilities Meeting
Analyze and evaluate your current financial status together using our financial planning tools. Dynamically review various scenarios.
Plan Delivery Meeting
Develop and present your comprehensive personal financial plan. Goal is to commit to implementing top recommendations.
Ongoing Financial Planning
Implement remaining financial planning recommendations with you. Meet quarterly to ensure we are making progress.