Traditional Financial Planning Services

Here we address the major tangible financial issues of cash flow, assets, risk management, estate planning, tax strategies and investments. (These services are provided on a one-time-fee basis.)

Comprehensive Financial Planning Services

In addition to Traditional Financial Planning Services, our planning includes any of the additional services listed under A la carte Services.

Life Planning

This is the integration of Financial Planning and using non-traditional methods to encourage clients to experience their dream life.  Life Planning involves learning about the clients’ beliefs about money and how those beliefs can affect day to day financial decisions long term planning.  Coaching techniques are used to address issues where clients fail to move forward and provide manageable steps that can lead to accomplishing a potentially meaningful goal.