Financial Planning

Whether you are planning to build a home, or planning a vacation, you need a plan in place if you are going to succeed. Planning for retirement and pursuing financial independence is no different. By creating a financial plan, and by working with a trusted partner to hold you accountable to your plan, you are able to map a clear path to achieving your financial goals, whether that's planning for retirement and living the lifestyle you desire, or reaching financial independence before retirement.

We begin our financial planning process by having open and honest discussions about your unique situation, what your vision and values are, and what your short-, medium- and long-term goals are. We help build out what your desired lifestyle in retirement looks like and custom-tailor your investments to match these goals with your ability to take on risk. The result is a financial plan built by you, making it meaningful, dynamic, and uniquely yours. 

We know that the only constant in life is change, and having a financial plan that can adapt and change in a dynamic way is important. That is why we review your plan relative to your goals and objectives on an annual basis, and will consistently have discussions around your ever-changing situation. Should changes need to be made, we will work collaboratively with you to chart a new path forward, and will walk side-by-side with you as things in your life change.

Your Financial Plan should include, at a minimum, an analysis on the following:

• Budgeting
• Cash Flow
• Taxes
• Insurance
• Estate/Legacy Planning
• Investments
• Retirement