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Financial Planning


If it’s in your heart, it should be in your plan!

This is more than a slogan to us.   We endeavor to have every client engage in financial planning.  After all, how can we give you personalized and sound financial advice if we don’t fully understand your situation and aspirations?

Our Financial Planning Process

We are proud of the process we use with our clients.   We believe you will be proud of the work you do, too!  It begins with conversation.  We want to understand where you are financially and how you arrived there.  We also want to understand where you want to be in the future.  We can help you figure this out, and then help you prioritize your spending and savings plans in an effort to give you the best possibility of success.

Our Wealth Management Site

We are also proud of the tool we use to categorize, review and understand your financial life.  And, this same tool allows us to run complex models that illustrate how your financial future will look under virtually any financial event we might want to consider.  

Please watch this video for more information.   

And then, just like we begin all financial planning engagements with conversation, that is how we end each meeting as well.  We want to make sure you are comfortable with the path you set for yourself with our guidance.  But, we must warn you, the process is never officially complete because your life and your financial situation will likely change many times over the years.  We will stay close!  We really love the process, too, and the confidence it can offer our clients.

Before Your Planning Meeting

The following two documents are available to download and will help you prepare for your financial planning meeting.

Financial Documents Needed
Cash Flow Worksheet

01/19