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A Comprehensive Approach Leads to Better Financial Decisions and Fewer Worries

Does the following sound familiar?

  • You go to a financial advisor for investment advice
  • To an insurance agent to buy insurance
  • To an accountant for tax preparation
  • To an attorney for estate planning
  • To a financial planner for a retirement plan.

You end up with several pieces of your personal financial plan in place, but each was developed independently by a different person at a different time in your life. Each of them may have given you great advice about one area of expertise, but it's a bit like deciding what the puzzle is based on only one piece. Is it any wonder the pieces don't fit together?  With the right help, you can put them together successfully. We can help! 

Our Planning Process...How We Work Together

If you engage us for our comprehensive planning services, we will work together something like this. During the initial year of our partnership we meet six to eight times to create and implement your plan.  We will address all the areas of your financial life on a comprehensive holistic basis. The topics to be covered are shown here. Our relationship with you is an open door; as changes occur in your situation, there is no additional charge to you for additional meetings.  The partnership door swings both ways; when changes to the financial landscape occur, we proactively contact you to make appropriate adjustments and keep your financial situation optimized.  In subsequent years, as you successfully accomplish initial goals, we help you prioritize and establish new ones.  As your financial guide, we continue monitoring your investment portfolios, your tax obligations, real estate, insurance and benefits to preserve and grow your personal net worth. 

When you first contact us, we schedule a no-fee 30-minute Get Acquainted Telephone meeting so you may interview us and, at the same time, we learn about you, your needs, and your goals.

The Get Acquainted Telephone meeting is followed by an in-person meeting. There is no charge for this meeting; it is an opportunity for you to learn more about us and how we work as we learn more about you. Prior to our first in-person meeting, you will need to download the Planning Profile and return it, along with the additional information requested, two weeks in advance so that we understand your financial situation.

 Does this sound like a process that would give you peace of mind?  Contact us to learn more about the difference a comprehensive personal financial plan can make.