Financial Planning

We address issues within the context of Financial Life Planning, an ongoing, comprehensive process that begins with a series of discussions with each client. Through these discussions, we gain a clear and necessary understanding of each client’s financial history, lifestyle, values, priorities, anxieties, goals and dreams. We then customize a financial plan that addresses the client’s unique attitudes, circumstances, needs and objectives. This comprehensive plan includes strategies and recommendations for all aspects of a client’s financial life, such as:

  • Budget planning
  • Cash flow and savings strategies
  • Tax planning
  • Education funding
  • Risk management and insurance
  • Debt reduction strategies
  • Retirement planning
  • Estate planning
  • Portfolio planning

We discuss the plan with the client and revise it based on the client’s continuous feedback. Once the client is comfortable with the plan, we proceed with implementation.