Financial Life Planning is a client centered process which helps people to align their financial decisions with their values and life goals.

Helps people create a vision of the future and how they want to live their lives, not just their financial lives.

Helps partners resolve differences with their money issues.

Puts your financial goals in sync with your life goals.

A Financial Life Plan integrates all your investments, insurances, debt and estate planning issues. It is a goal driven process which benchmarks and then calculates if you will meet your important Financial Life goals. i.e. Educational funding, Retirement etc. Studies have shown that a written plan increases your chances of financial success by a factor of 34%.

We will do an analysis of all your finances, from soup to nuts. This includes all insurances, investments, trust & will documents, retirement plans, college savings plans etc. We use sophisticated software packages that allow us to create a unique Financial Life Plan for you.

We appreciate working as a team with your other financial professionals.

Yes we do an analysis of everything you have. In fact we have software that, with your permission, let’s us access your accounts which we do not manage.

The answer is Yes. Is anyone a traditional family these days? We enjoy the challenges and opportunities for learning that our client’s life situations present to us.