Financial Planning
We believe that financial planning is a continuous, proactive, and dynamic process. Whether you are starting from scratch or coming to us with some level of planning in place, we are equipped to help you reach financial wellness. We offer our clients financial advice and planning through three offerings: Core Sessions, Ongoing Planning, and a Virtual Office Hour.
Virtual Office Hour
This 45-minute, zoom-based service is best for clients looking to ask general questions regarding finances or hoping to build a foundation for a longer professional relationship.
Core Sessions
Our novel approach to financial advisement developed with the intent to home in on a singular facet of financial planning
Ongoing Planning
This service is best for clients that have completed their initial core session and would like to monitor their complete financial picture over the course of the fiscal year.
Core Sessions
Life is dynamic and so are your finances. Therefore, we offer our clients a novel approach to financial planning through Core Sessions.
Core sessions are goal-oriented, project-based sessions designed to help you navigate your financial life at your pace. Our deconstructed method is effective at transforming ever-evolving financial circumstances into sustainable, long-term investment opportunities and financial wellness.
Core sessions include pivotal elements of personal finance, including:
charitable planning
estate planning
Tax
Planning
Planning
Retirement
Planning
Planning
Insurance And
Risk Migration
Risk Migration
Investment And Wealth Management
special circumstances
Cash Flow and Debt Management
advisor coordination
student loan planning
education planning
Our Process
Our Core Session process relies on collaboration between the client and our team to ensure that you are the priority–every step of the way.
Consultation
We start with a consultation to understand your unique financial vision and values, to gather data and tailor your personalized financial plan.
Onboarding and Data Gathering
We then schedule a 90-minute planning session with you to discuss projections, risks, and primary focuses of the plan.
Core Session
We also collaborate with you to determine solutions to accomplish your unique goals within your plan.
Finalization of Recommendations
We also collaborate with you to determine solutions to accomplish your unique goals within your plan.
Review Meeting
Afterwards, we schedule a review meeting where we offer you a chance to ask any outstanding questions or comb through final details with our team.
Ongoing
Our team commits to an ongoing relationship with you by proactively staying up to date with your financial status and constantly re-evaluating your plans to fit your ever-changing, unique goals.
Have a question?
Don’t hesitate to ask us