COMPREHENSIVE FINANCIAL PLANNING
WHAT IS YOUR WHY?
We all have a story to tell. Your financial plan and financial decisions should reflect your personal mission, your vision, your values, and most importantly you. Our team doesn’t believe in a cookie-cutter approach, but value-based planning centered around your why.
Our planning process starts with you. By learning what you want to achieve, regardless of how big or small, our advisors are able to help align every single one of your financial decisions with your end goal. We will work with the other members of your financial team to create a financial road map, helping to ensurethat every aspect of your financial plan is being handled effectively, and with your best interest in mind.
For any financial plan to be successful, communication and consistency are key. To best serve our financial planning clients, we are committed to speaking on an as-needed basis and at a minimum every quarter. Our financial planning clients will also receive complimentary access to eMoney, which only further enhances the financial planning relationship. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. (Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters).