Financial Planning

Collaborative Meetings

Collaborative Meetings

We work with you to build, monitor, and continuously adjust your financial plan. We agree on the inputs and assumptions and ensure you have the clarity you need to feel confident in the outcomes. We will proactively model different scenarios that have an impact, and model scenarios that are top of mind for you so that you can have peace of mind.

Comprehensive Planning

Comprehensive Planning

Your plan can be as broad or focused as it needs to be. If it's important to you, we can likely plan for and model it. Your plan may include analysis on: cash flow projections, net worth accumulation, retirement distribution planning, social security optimization, various investment strategies, tax projections, insurance needs, education planning, buying and selling real estate, long-term care planning, estate planning strategies and estate distributions.

Cash-flow Based Projections

Cash-flow Based Projections

Generally, there are two types of planning methods:

1) Goals-based

2) Cash-flow based.

With cash-flow based, we track every dollar - every dollar earned, saved, invested and spent. We believe this method provides better insights and allows us to identify more opportunities.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.