Financial Life Planning

Financial Life Planning is not about your money—it’s about your life. To develop your plan, we start with the discovery. We step away from what you’ve been doing to what you would like to do, not with your investments but with your life. Once we’ve learned what’s important to you and have relevant financial data in-hand, we develop your financial plan. Our goal is for you to gain clarity of purpose and the freedom of living as fully as possible without the headache of complexity and the heartache of uncertainty.

We believe the first step in achieving financial independence is to begin the process of merging your money with your life. To do this, you need to identify your true direction—where you want to go and why—and how to get there.

To help you discover your priorities and create a roadmap, we take you through a detailed exercise that involves identifying your core values, your commitments and responsibilities, and wants and dreams.

By focusing on the combination of values and the goals we believe that the results are far more powerful as a motivation for clients to pursue over time. This values-based goal setting process adds time and effort to the first part of the traditional planning protocols. In our experience the outcomes resonate with clients and sets the stage for highly productive work thereafter.

Financial Life Planning connects the dots between our financial realities and the lives we long to live. As your financial planners we provide the tools to cultivate a Financial Life Plan designed to deliver the most meaningful kind of freedom: The freedom to pursue life’s passions, wherever they may lead.