A comprehensive financial plan serves as a blueprint for your financial life.
We will guide you through a discovery process to define your future goals and help you avoid your blind spots (everyone has some.)
As your fiduciary, we will focus on the biggest drivers of financial success and work to minimize your investor costs.
A comprehensive plan covers a lot of topics - not just insurance (risk management) and investment planning, but also cash flow analysis, tax planning, retirement planning, estate planning, college funding, life transitions, long-term care planning, employee benefits selection, and other scenario planning.
We will explore your money mindset which is often a product of your personal history with money and work to ensure your plan is aligned with your philosophy on money and life.
We will be your accountability partner and make sure you are taking the agreed upon steps to put your plan into action.
Your Comprehensive Plan Will Include:
1. A beautiful customized plan summary presentation including:
- your detailed and prioritized action plan covering every
topic applicable to your financial situation,
- a snapshot of crucial current values & financial position data,
- a snapshot of critical future steps and goals,
- all your cash flows in one elegant slide,
- a 7-year calendar of important dates.
- a prioritized to-do list.
2. Ongoing access to our client portal:
- the Software - quickly see the effects of a change.
- the Vault - securely share and receive documents with us.
- Securely link accounts - your information is always up to date.
3. My exclusive Safe Retirement System
- creates retirement spending guardrails,
- based on rigorous academic research.
4. Analysis of your most recent tax return & integration with your tax plan
5. Our accountability system to keep us both on track.