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Individual Financial Planning

We believe that a financial plan is all encompassing. When we engage with you, we really want to get to know you in order to consider all aspects of your life and future goals when building a comprehensive plan. Our role is to identify and help you plan for the things that matter the most to you and your family. We take the time to ensure you understand all the moving pieces, so together we can make informed decisions for your future. 

Our Financial Planning Process

We affectionately refer to our process as the Six Areas of Financial Planning. These core components of the plan include:

  1. An evaluation of your current situation, to include a budgetary and cash flow analysis
  2. Risk Management and Insurance: A comprehensive look at existing insurance coverage and uncovering any deficiencies 
  3. Retirement Planning: Determining the resources necessary to retire comfortably so that financial independence can be achieved
  4. Investment Planning: Ensuring your current portfolio is appropriately designed given your age, risk tolerance, and time horizon to retirement
  5. Tax Planning: Working with your existing tax and accounting professionals to implement qualified and non-qualified retirement plans, individual retirement accounts (IRAs), college-sponsored 529 programs, and other tax-efficient programs
  6. Estate Planning: Preparing (in conjunction with your legal team) for the transfer of a business interest and assets to the next generation, as well as your charitable planning endeavors

Below are samples of our Financial Planning Engagement Process as well as our Comprehensive Analysis.

Financial Planning Engagement Steps

Our typical financial planning process can take anywhere from a few weeks to a few months to implement from start to finish, depending on the complexity of your situation. This is just a sample of what you can expect.

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Financial Planning Analysis

When you engage with us, we will take you through a comprehensive financial planning analysis. We start with an assessment of where you are today and where you hope to be, providing recommendations along the way.

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