Our services are designed to fit your needs.
Whether meeting for an hour or building a long-term relationship, we are always putting your best interests first.
Project & Hourly Planning
- Holistic Financial Plan: Review your total
financial picture and create a personalized plan that answers, what would it take to accomplish your goals. - Retirement Readiness Checkup: Retiring within a few years? Wonder about distribution strategies or when to take Social Security? How do your accounts impact your estate and legacy plan?
- Limited Scope Financial Planning: Have you started a new job and want to take advantage of all of the employer benefits
such as ESPP’s and After-tax 401(k)’s? Need a quick refresher on saving for college? - Investment Review: Comfortable managing your own trades, but would like to get a professional opinion on your portfolio? Curious about how to invest for the benefit of the planet?
On-Going Planning
- Build a long term relationship with us so that we can guide you through all of life’s journeys.
- Retirement distribution plans that focus on meeting your spending goals while reducing volatility and being tax aware.
- Finding a use for excess cash from stock options and income so that you can live with financial independence.
- Build out a legacy plan that incorporates leaving a positive impact on the environment and society.
Typical Workflow for Holistic Financial Planning
STEP 1
Pre-Planning
We are a goal-oriented planning firm. If you don't know where you're going, any road will get you there. Thus, we focus on identifying your short-term, intermediate and long-term goals that are consistent with your values.
STEP 2
Review Financial Goals
We start with a call or meeting to get to know you, your goals, current situation and challenges.
STEP 3
Evaluate Your Personal Financial Circumstances
In order to create a targeted financial plan for you, we need to know your assets and liabilities, cash flow, savings rate and other financial metrics.
STEP 4
Evaluate Your Current Course of Action & Potential Alternatives
Costs of action or inaction can go beyond the financial. Here we evaluate where you currently stand and the paths forward.
STEP 5
Develop & Present the Financial Planning Recommendations
Plans are tailored to you and are designed to maximize the potential that you’ll succeed.
STEP 6
Implement & Monitor the Financial Plan
Here we start getting into the details on how to make something on paper materialize in your life. Concrete action that moves you forward with a trusting guide by your side.
I am eager to assist.
Please feel free to get in touch with me whenever you have an inquiry.
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