Service Offerings



Comprehensive Financial Life Planning


The broad offering of a comprehensive Financial Life Plan is customized to the needs of each client.   A plan typically includes the following:

  • Coaching in defining your financial and estate planning objectives within the context of your life goals.
  • Reviewing and planning your insurance and risk management strategy.
  • Analyzing the advantages and disadvantages of various employee benefit options available to you.
  • Mentoring you on effective cash management and budgeting techniques that lead toward reduced debt burdens and increased cash flow directed toward your life goals.
  • Identifying tax planning strategies and efficient ways to acquire, grow, preserve and transfer wealth both during life, and after.
  • Evaluating your investment strategy and asset allocation within the context of your tolerance for risk and financial goals.
  • Developing an investment policy statement or a set of guidelines for your portfolio construction and/or ongoing management.
  • Developing a customized retirement plan that integrates all aspects of your financial life and legacy planning for the achievement of financial independence.

Please note:  In those areas where we feel you would be best served by a specialist — for example an Estate Attorney to draft legal documents  — we limit our role in the planning process to analyzing, informing and educating you about the need for including such items in your plan.