Financial Planning

We work with you to develop a holistic, custom-tailored financial plan unique to you and your family's needs, circumstances, goals, experience and desires. To assist in the process of understanding and prioritizing your financial goals while determining the optimal plan to reach those goals, we utilize MoneyGuidePro, a web-based, interactive financial planning program that we share with our clients and review with them on a regular basis. In addition, Risk Management is a critical element of the financial planning process; we will guide you through this to develop, assess, and evaluate your overall planning needs. Please see our Risk Management section.



Projections & Probability Analysis

Financial planning is more than investment options and total assets. It’s about identifying what’s most important to you, helping you get there, and staying on track over the long-term.  By utilizing MoneyGuidePro with our clients, we can analyze multiple scenarios and make adjustments to help you reach your goals.

Income/Expense Analysis

Have you accumulated enough funds and/or are you saving enough to reach your goals? The money you save today and the money you spend over your lifetime are two of the most important aspects of a successful financial plan. Our analysis will help you control the outcome.

Looking at a tablet during a meeting




Couple meeting with their advisor


Legacy Planning

A good steward is not only responsible to those placed in his/her care, but also to those who follow in their footsteps. How do we ensure our children and grandchildren are shaped by life in a way that will continue to honor your family’s success? Legacy planning is a financial strategy that combines traditional estate wealth transfer with family values and principles.

Advisor Coordination

It is important that all of your professional advisors (CPA, attorney, bookkeeper, etc.) and family members are on the same page and working together in their problem-solving approach. As your advisors, we assist you in ensuring thoughtful coordination of your plan amongst all parties involved.