A Different Financial Planning Experience: Plan Your Life Goals First

When you think of “financial planning” your mind probably turns to 401k plans and retirement vehicles, and looking for someone who can guide your selections. Most financial advisors focus right away on the numbers — what have you already saved, what kind of investments do you have, etc. - without exploring the broader context. 

We take a different approach to financial planning. We find out what your most essential life goals are before we address a single financial investment topic. This way, your financial plan can be crafted to work towards supporting your life goals.

You might get more clarity about your deepest hopes or biggest financial fears in this process. That’s great, because we can help you work toward your dreams and stop worrying about your financial fears with the right financial planning. We don’t start with asking you how much you’ve saved for retirement. We ask questions like:

“If you had more time or money, what would you do?”  

“What accomplishments would make you feel your life has been well-lived?”

“What inspires you?”

You’ll find that we’re really good listeners, and strive to fully understand your answers. Only then can we really become your partner in achieving your most meaningful and deeply felt aspirations.