Comprehensive Wealth Planning

Planning With Your Values in Mind

We start by identifying what’s most important to you. Then together, we create a financial plan designed to reflect those values and goals.

Comprehensive Financial Planning

We believe there are no independent financial decisions. That’s why our integrated approach addresses every part of your financial life. In customizing your plan, we begin with these 14 areas:

  • Completing an updated net worth inventory
  • Bolstering cash flow and emergency reserves
  • Preparing for major purchases or liquidations
  • Proactively reducing taxes
  • Confirming progress toward retirement goals
  • Implementing and managing an investment strategy
  • Saving and planning for education (children or grandchildren)
  • Confirming appropriate insurance coverage
  • Strategic estate planning, wealth transfer, and survivor support
  • Maximizing charitable giving
  • Special needs planning for loved ones with a disability
  • Credit review and identity theft protection
  • Preparing for natural or economic emergencies
  • Managing a business or business transition

Once a plan is in place, we define action steps together and monitor progress through ongoing quarterly meetings.

As a client, you can be confident and content that:

  • When conditions change, your plan will be adjusted accordingly.
  • You’ve exercised wise stewardship of all your resources.
  • We remain on this journey together through any challenges.

The Sound Stewardship Principles are at the heart of everything that we do for you.

Dealing with finances can be overwhelming. We take the time to listen so we understand what’s most important to you.

Enjoy a customized portfolio, without commissions or third-party incentives, through the use of your preferred custodian.