To support you in achieving your lifetime financial goals, we provide the following services for our annual retainer clients:
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Values and Goals Conversation - we help you define, clarify and express your core values, related financial goals and why money is important to you.
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Develop a Financial Vision - we chart your values, your tangible goals and your financial information to create a powerful visual image designed to help you reach your stated goals based on your values. This is the foundation for your individualized comprehensive financial plan.
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Build a Comprehensive Financial Plan - we create a detailed strategy based on your current financial information and address all areas of your financial life including: cash-flow, debt management, investment, retirement, education, insurance, estate, business and taxation planning.
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Implement the Plan - this is where the results come from. We help you implement your plan and follow through - so that you can achieve your goals and realize your values for the reasons that are important to you.
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Ongoing Advice, Support and Coaching - we help keep you focused on the things in your life that are truly important by meeting with you three times each year to review your goals and values. Your time in meetings is important to assess your progress in attaining your goals and to update them as they change over time.
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Coordination with Your Financial Team - should you have other professionals with which you work, such as for estate planning, insurance or taxes, we can collaborate to bring you high quality and integrated financial planning.
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