Financial Planning

Before we set out to help you create a plan, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We offer several levels of financial planning:

Basic Comprehensive Planning

At this level we will provide you with a summary of your current financial status in relation to your financial goals and objectives. Categories in this summary include net worth, income and expenditures, income taxes, investment risk tolerance, and risk management (including disability income and life insurance). Personalized recommendations applicable to your personal situation will be included in your financial plan.

Comprehensive Planning

The next level of financial planning, comprehensive, provides a more detailed presentation of your current financial situation and alternatives, as well as personalized recommendations based on your individual situation. The areas we review may include a detailed analysis of the following: current financial situation (net worth, detailed assets and liabilities listings), investment planning, estate planning, tax planning, and other general planning.

Situational Planning

We also can give you a detailed financial presentation related to a specific goal, such as paying off a mortgage or saving for college.