Financial Planning

This is where it all starts. Every person and every journey is different so no financial plan should look the same. Some of the primary financial planning concepts we address: cash flow and spending, investment analysis, employee benefits, college funding, insurance, income tax and estate planning strategies and charitable gifting. Then we develop a plan incorporating all of your financial accounts no matter where they are held. This full picture allows us to determine if you are on track to meet specific goals and helps us make decisions throughout life that are most appropriate for you.