Fee Only Financial Planning Serviceslife-journey

You got to be careful if you don't know where you're going, because you might not get there. ~ Yogi Berra

Financial planning is the process of establishing a advisor-client relationship, identifying your goals and dreams, analyzing and evaluating your situation, developing the most appropriate planning recommendations to meet your goals, implementing the recommendations, and monitoring the implementation to keep you on track.

Our financial planning services are tailored to meet your concerns and priorities. A comprehensive financial plan includes advice in areas including risk management and insurance, income tax planning, retirement planning, investments and estate planning. Financial planning is most effective using an integrated approach, which allows us evaluate interrelated issues and develop alternate scenarios.

We help you get through the maze to reach your personal and financial goals.

When your Financial Plan is complete, you have options regarding the implementation and monitoring of your Plan.  You can either:

  • Implement the recommendations yourself and schedule periodic, as-needed reviews to monitor your progress.

  • Mutually agree to a ongoing relationship.  We will determine the Wealth Management services appropriate for your unique situation.

To see if Financial Planning services are right for you, schedule a Get Acquainted meeting.