Planning Services

We deliver long-term, holistic financial planning that protects and preserves your life’s work. We address your immediate concerns and questions, and develop long‐term plans intended to give you relief from worry and indecision. As your experienced financial manager, we take a personalized approach to your needs, goals and interests and are committed to meet you where you are on your life path. Below are the areas in which we help our clients with planning.

Resources, Responsibilities, Goals
& Context

  • Annual reviews of your financial situation
  • Lifetime resource projection
  • Annual budget and spending plan review
  • Savings goals
  • Debt management and loan review

Life Transition Assistance

  • Receiving an inheritance and faced with new complexity and opportunity
  • Loss of a spouse and needing a partner in new financial responsibilities
  • Divorce
  • Selling a business
  • Selling a house
  • Marriage, getting started on the right path together
  • Birth of child or grandchild
  • IPO or other sudden accumulation event

Comprehensive Planning

  • Retirement Planning
  • Tax Analysis and Planning Assistance
  • Insurance Planning
  • Long Term Care Insurance Planning
  • Estate Planning
  • Education Funding Planning
  • Cash Flow Planning
  • Philanthropic Planning

Collaborative Relationships

  • Accounting and Tax Professionals
  • Outside Financial Professionals
  • Attorneys
  • Real Estate Agents
  • Insurance Brokers