Financial Planning

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As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life and your goals we can help you adjust your financial strategy as the need arises.

We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available to you anytime, day or night.

Our Process

We start and end with your dreams. Once we know what you want out of life – for yourself and your family – we can evaluate where you are relative to your goals. We will then recommend strategies to help you pursue your goals. We don’t stop there; we can also help you implement the recommendations. We monitor your financial situation to ensure that you remain on track to work towards your goals. Your goals remain the centerpiece of our recommendations and strategies.


Deeper Insights

Traditional wealth management firms typically report static information – showing a snapshot of a moment in time. Account values are updated nightly so that our analysis reflects current market conditions. In addition, many net worth calculations simply subtract liabilities from assets. We go a step further. We can include a Preservation and Cash Flow analysis in the same view. 

Monitoring Your Progress

Our global, up-to-date view of your financial world can help manage overall performance, mitigate the impact of debt and taxes, while seeking to enhance your lifestyle.

Invaluable Services

We help make your life easier, both on a daily basis and particularly at a time of crisis. All of your financial information is secure and protected. Unlike online banking, online shopping, or bill pay where money can be moved, our system is non-transactional.

The Vault

The Vault is an online secure storage facility that stores and protects valuable personal documents such as wills, trusts, insurance documents, and passports in an electronic format. Clients have found the online Vault to be tremendously useful in times of crisis or natural disaster, when hard copies of valuable documents and memorabilia are not available. We always recommend you maintain a copy of these documents in a safety deposit box or external hard drive.

Additional Benefits

  • We bring extensive experience and understanding of the strategies and resources available to help enhance the tax management and overall effectiveness of your estate plan.
  • We work closely with your tax and legal advisors to ensure your strategy reflects your estate planning needs.

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Comprehensive Financial Planning: What It Is, Why It Matters

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