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:
Planning & Objectives
- 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.
Cash Flow & Tax
- 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.
Investing & Retirement
- Evaluating your investment strategy and asset allocation within the context of your tolerance for risk and financial goals.
- Developing an investment policy statement for your portfolio construction and ongoing management.
- Developing a customized retirement plan that integrates all aspects of your financial life and legacy planning.
A Note on Specialists
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.
Affiliations
CFP®
CFP Board
Certified Financial Planner Board of Standards, Inc. — cfp.net