Our Financial Life Planning Process starts with knowing you and how you want to spend your time

Our Financial Life Planning Process starts with knowing you and how you want to spend your time.

Making Peace with Change

“The plans of the diligent lead to profit as surely as haste leads to poverty.”

— Proverb

Our lives are filled with challenges and opportunities. People lose jobs or get transferred. Babies are born into our lives, and loved ones leave us. Sometimes we experience devastating loss. Other times we are showered with an unexpected windfall.

A healthy financial life is not simply how much you have to work with but how you work with what you have.

Looking closely at your financial situation, we collaborate with you to prepare for life’s storms, to achieve goals, and to reach for dreams.

We believe it is important to have regular reviews of your plan, making the necessary changes to keep you on track. We can’t stop change, but we can prepare a path for navigating financial choices. We help you find a way to benefit from the financial opportunities change brings.

Comprehensive Financial Life Plan Process

Plan for charitable giving and weath transfer prior to consulting your CPA and Estate Planning Attorney

The focus for most people is the Investment Strategy. While you are free to start there, each step back from the investment strategy enriches your experience, the probability of achieving your goals and the meaningfulness of your plan. The more we know you, the better we can serve you.

“If you multiply financial resources by financial literacy, the product is financial well-being.”

— Lewis Mandell

University of Washington
Senior Fellow at the Aspen Institute Initiative On Financial Security

Comprehensive Financial Life Plan Process for Your Legacy

Leaving Your Legacy

Our job is to help you manage your money wisely to live the life you want and leave the legacy you wish for. Working as a team, we consult with you about charitable giving and wealth transfer as a precursor to consulting with your CPA and Estate Planning Attorney.

“It is not the years in your life that count. It’s the life in those years.”

— Abraham Lincoln