Financial Planning

Financial Planning Services

Personal Financial Planning

A financial planner can guide you in making smarter financial decisions and help reach your financial goals.

Would you like to travel and take vacations more frequently? Are you considering buying a home, or do you want to save for your child’s college education? Are you eager to get rid of your student loan debt? How much should you be saving for retirement? A financial planner can help you achieve all of those goals and help you maximize your money.

We enjoy getting to know you on a personal level so that we can provide a financial plan tailored to your situation. We will meet regularly and your financial plan will be a living breathing document that will continue to be optimized over time.

Our Personal Financial Planning Service Can Help You:

Save for Your Life Goals and Dreams

We’ll use the 3 Kinder questions to draw out what’s truly important to you. Then we’ll develop a blueprint.

Optimize Your 401k, IRA & Investment Accounts

We’ll apply the 3 building blocks of investing: smart diversification, match risk tolerance, and lower cost.

Lower Taxes

We’ll consider using tax-advantaged vehicles like Roth/Backdoor Roth, HSA, Roth and After-Tax 401k.

Pay Off Student Loans and Other Debt

We’ll look into Public Service Loan Forgiveness; refinancing; or using the debt snowball method.

Retire Early

We’ll make retirement projections so you can be on track to live your lifestyle after retirement.

Saving for College or Your Child's Education

We’ll advise you on the right 529 plan, amount and investment choices.

What you Get

You will receive the following:

7 Step Financial Planning Process

We follow the Certified Financial Planner Board of Standard’s seven-step process in creating your personalized Financial Plan: