Financial Planning

“If you don’t know where you are going, you’ll end up someplace else.”

Yogi Berra

Did you know that only approximately 25% of Americans have a written financial plan? That is a significant deficit, which begs the question – why? Most believe it's either too expensive, too complicated, or too time-consuming.

We believe it doesn't have to be.

To us, financial planning is the idea of creating an organized foundation for our financial lives. It's much like building a house, and we're your general contractor.

First, we sketch the blueprint by leveraging tools that seek to understand all of the moving parts that affect you financially. You know, the things that keep you up at night:

Your income, savings, taxes, and debts.

Your benefits and insurances.

Your career and retirement plans.

Your children's' education.

Caring for your aging parents.

Safeguarding against pitfalls.

Making room for opportunities.

And so on.

We then lay the foundation by interconnecting all of those issues and create an actionable punch list that we can pursue and monitor to ensure you're on the right path. It's your plan, not our plan for you. We want you to own it; we'll be there to help guide you as you build your financial dream home.

We can help you take your financial plan from this …