What We Do
We are financial planners. That means we look at your lifestyle and finances, and then build a customized, written plan to achieve your short and long term goals.
As Certified Financial Planner™ Practitioners, we take a comprehensive approach to constructing your plan. We use the CFP Board of Standards process, which is considered the ‘gold standard’ for financial planning. In other words, our financial planning is not a marketing label or gimmick. It is a detailed process for clients who are seriously interested in meaningful solutions and want to work with a professional planner to make their goals actually happen.
Because every client is unique, no two financial plans are alike. Your plan will be created based on your specific goals and life aspirations. Each plan is designed to achieve your stated goals such as:
- Making wise investments
- Retiring early
- Not running out of money in retirement
- Protecting your family’s financial security
- Minimizing taxes
- Saving and paying for college
- Regrouping to solid ground after divorce or death of a spouse
Your finished plan will provide you with an increased sense of confidence about your finances and a clear path to your future.
Too often people are busy and put off taking a detailed look at their finances, much less where they want to be in 10, 20 or 30 years. We spend every day thinking about your future and finding ways to help you get there by making smart decisions.