Financial Planning

Our end-to-end financial planning is focused on moving your goals from the drawing board into reality.

Your Unique Profile

All of our clients are unique. Physicians, business owners, scientists, contractors, college students, and retail clerks are just a few of the people that we serve. Some are retired and some are just beginning to prepare for their retirement years. Still others are just starting their careers and are looking to use the value of time to help them reach their goals. My Financial Coach treats every client’s goal individually to help build, manage and expand their wealth.

Our Financial Process

We begin by developing a snapshot of your current financial situation by reviewing your income, assets and liabilities, insurance coverage, risk tolerance, investment portfolio, tax exposure and your estate plan. Once your goals are established a customized plan is constructed with specific financial products to meet your objectives. This plan is monitored, reviewed and adjusted as changes occur in the financial plan and the client’s goal.

Advice that Serves You

Whether you are selling your business, buying a home, changing jobs or going through a difficult time in your life we are here to help guide you through the process. The following are just some of the questions we have helped clients answer. Should I choose a 401k, SEP, Simple or a Keogh savings plan for my business? I’m going through a divorce and haven’t been involved with our finances and investments; what should I do? Should we buy or lease this car? If you have a question, just ask — we are here to help.

Seeing the Big Picture

Your life is bigger than your finances, and your financial goals don’t begin and end with your investments. Planning for a future to achieve success for your Big Picture means thinking about much more. My Financial Coach helps with advice and relationships that touches nearly every part of our client’s lives and the lives of future generations.

Schedule a complimentary financial review today.

Comprehensive. Built For You.

  • Cash flow and budget planning
  • Insurance and risk management
  • Charitable planning/gifting strategies
  • Multi-generational wealth management
  • Education funding
  • Retirement funding
  • Income-tax planning
  • Estate planning