Comprehensive Financial Planning

As practitioners of Values Based Financial Planning™, our mission is to help people make informed and intelligent decisions about their money so that they can have a better quality of life and more fun. This is accomplished by delegating the planning of financial affairs to us and potentially to other multi-disciplinary experts with whom we work.

Our process involves a five-step approach to make the planning process easy and effective:

  1. Identify your values
  2. Set your goals
  3. Benchmark your current financial reality
  4. Create a Financial Road Map designed to help you live your life on purpose
  5. Educate yourself or seek a Trusted Advisor to guide you in creating and implementing your plan.

The cornerstone of our process is the creation of your own, personal Financial Road Map. It provides the basis for developing a customized plan to help you accomplish your goals for reasons that are important to you. A comprehensive, written financial plan addresses the following areas:

  • Cash Reserves
  • Accumulation Goals
  • College Funding
  • Financial Independence/Retirement Planning
  • Wealth Management
  • Risk Management/Insurance Planning
  • Debt Management
  • Taxes
  • Estate Planning

Feel free to contact us for more information or to find out how we can provide you with your own, personalized Financial Road Map. We will be happy to help you create one with no obligation. Click here for more information.