Financial planning is the process of meeting your life goals through the proper management of your finances. We believe life goals include not only those in the distant future but also your current lifestyle and happiness level.
See our process here.
We help clients organize their financial lives so they can spend more time enjoying their family and friends, growing their careers or small businesses and living a comfortable life. Through our unique Educate > Decide > Act planning process we make sure our clients understand all the financial tools and techniques available to them and show them ways to make sound financial decisions. Our approach to holding our clients accountable is an important part of helping them stay on track for short and long term goals.
We know it is important to first educate our clients and increase their financial literacy. Many people find organizing their finances to be overwhelming. Our goal is to increase clients' knowledge of basic financial planning in order to increase their comfort level.
Once educated, our clients can feel more comfortable making decisions for themselves and their family. We believe these decisions should be made through collaboration between us and our clients. the best decisions are often made through brainstorming with our partners and the client.
We help ensure clients' decisions lead to action. We know that life happens and sometimes the best intentions are often left undone. It is our goal to make sure clients do not leave important decisions and actions from being initiated.
How we can help you with financial planning:
Help you breakdown your goals into achievable “mini” goals
Current Financial Analysis
Determine where you currently stand financially
Financial Plan Development
Figure out your strategy for reaching your goals
Goal Achievement Coaching
Coach you on taking your goals a step at a time
Goal Achievement Accountability
Put you into our accountability program to keep you focused & on track
Goal Achievement Monitoring
Keep you updated with how well (or bad) you are doing. Give you the tools to see and track your own process using our eMoney platform (learn more here)
Help clients manage assets in an efficient manner (learn more here)