Financial Planning
Align Your Actions, Resources, and Goals
As holistic financial advisors, we approach financial planning as a collaborative coaching process that helps you clarify what matters most. It starts with your vision. We then help you translate that vision into quantitative short- and long-term personal finance goals, getting your resources and actions in alignment. Retirement without compromise, debt reduction, annual vacations, second homes, charitable giving, legacies or any other goal that is meaningful to you should be in your plan. Using our data-driven process, we create strategies that are designed to be realistic and allow you to move toward your goals with clarity and confidence.
This is not a “one size fits all” approach. We believe your plan should be as unique as you are. This coaching process is designed to help you address your concerns, uncover opportunities, and leverage your strengths.
As your circumstances and goals evolve, we’ll help you evaluate choices with the hope that you will be confident in your future and enjoy the journey.
As Your Financial Advisor, here are a few topics we will discuss together:
- What has to happen over the next twenty years for you to feel great about your life?
- What are your current financial concerns? What “keeps you up at night?”
- What are your most important opportunities?
- What are your strengths?
- What would you like your money to do for you?
- What are your financial dreams?
