We offer three levels of financial planning, each with different levels of detail and complexity.

1.  Financial Assessment: Building a base

For clients in the wealth creation stage, we offer a high-level analysis of your present situation.  We analyze your budgeting, retirement planning, education funding, insurance needs, and estate planning.  We address where you are at, what behaviors you need to stop, and what steps you need to take to get you pointed in the right direction.
 

2.  Detailed Financial Plan: Caring for what has been built

For clients in the wealth creation and preservation stages, we provide a thorough written financial plan that addresses budgeting & current cash flow, retirement planning, education funding, insurance needs, tax planning, and estate planning.  We spend considerable time reviewing your current situation and what it will take for you to achieve your goals.  We put together an action plan that you will need to follow in order to give yourself the best chance for success.
 

3.  Comprehensive Financial Plan: Managing wealth and caring for the future

For clients in the wealth preservation and transfer stages, in addition to the services in the detailed financial plan (#2), we also analyze your long-term care planning and the development of an efficient wealth distribution strategy customized to your goals.