What can a financial planner do for you?
A financial planner helps you understand how to use your finances to live the life you want to live. In other words, they can help you see a clear path toward your goals and bring order to your financial life. What would it feel like to use financial planning to identify what steps you need to take to reach your goals?
A plan allows you to "Dream it Forward" and imagine what your life might be like, for example, in five years. Then, we work with you to pinpoint your values, and prepare for the "what ifs." Case in point, what age you retire or how much you want to travel.
This is not a one-size-fits-all world. We believe the best way to avoid running out of money or being forced to make painful lifestyle cuts is to have a financial plan. Our Custom Financial Blueprint outlines where you are in your financial journey, where you want to be, and the route between the two.
You can have real confidence you won’t have to sacrifice your dignity or run out of money.
In our experience, you must know exactly where you are and where you want to go to be able to map the route between the two.
We call this THE FINANCIAL FRAMEWORK™
You need a plan for all of life’s moments. You need a timeline, a road map that will help you get to where you want to be and stay there.
We use a CUSTOM FINANCIAL BLUEPRINT™
Life changes and your plan must change with it. We all know that reality doesn’t always go according to plan.
We perform PERIODIC WEALTH CHECK-UPS™
Personal Finances Made Simple
With your help, we gather and organize your financial data. Next, we analyze that data and create your personal financial plan. The final product of meeting with your financial planner is your financial plan.
In short, our goal is to make a plan as simple and as easy to understand as possible. One part of this is the use of software to visualize the impact of various financial planning decisions. This will help you make informed financial decisions to support your desired lifestyle.
We don't just provide financial advice. We also help you use it. We provide an extra set of hands and a safe forum to think aloud. Together, we will explore your options and offer feedback on your financial plan. Then when things change down the road, we will help you adapt your plan to keep your end goal within reach.
What's Included in Financial Planning?
In our experience, you need confidence, the wealth to support your lifestyle, and freedom from stress. The way we start you on the path to achieving these things is through a Custom Financial Blueprint®. Our Blueprint is a plan that can help you find confidence and move you from confusion to clarity.
- • Explore your money "whys"
- • Voice your concerns
- • Talk about your values
- • Discover your goals
- • Determine your priorities
- • A deep dive into your finances
- • Look at the numbers, facts & options
- • Entertain “what-if’s”
- • Plan for your dreams
- • Connect your values, goals, and priorities with your numbers
- • Understand your Blueprint
- • See how it works
- • Explore alternative outcomes
- • Commit to a path/strategy
- • Take action!
- • Align investments with goals
- • Learn about investing
- • Optimize for growth
- • Fund your goals
Follow-Through & Support
- • Get help where need it
- • Consult us as questions arise
- • Ongoing support
The Discovery Meeting will bring great clarity to your money "whys." This guided exercise is designed to bring a level of clarity to your individual goals, priorities, and values.
The Tailoring Meeting focuses on matching your investments with your goals. You will learn about investing and how to align your money with your goals.
Follow-Through & Support
After you receive your Blueprint, you may have questions. As you examine and put your plan in place, we invite you to call any time with questions, or schedule a follow-up appointment. We believe the best way to act on your Blueprint is with clear understanding.