Diverse needs, unified purpose, bespoke plan
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.
Discovery
Understanding your current situation
Planning
Assessing goals and creating strategies
Solutions
Implementing tailored financial tools
Monitoring
Adjusting plans for life changes
A plan for every life stage
Life Stages and Financial Planning
First Job
- Fund a retirement account
- Get a credit card
Changing Life Circumstances
- Assess 401(k) options
- Update your will
Marriage
- Purchase first home
- Buy disability insurance
Children
- Develop a retirement plan
- Finance college education
Children Leave for College/Retirement Planning
- Develop a retirement plan
- Finance college education
Early Retirement
- Develop an advanced estate plan
- Explore charitable giving
Late Retirement
- Update will or estate plan
- Manage medical expenses
Elder Care
- Explore assisted living options
- Develop a comprehensive estate plan
Legacy Planning
- Transfer assets to beneficiaries
- Purchase a second home