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Financial Life
Planning

If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mindset of “using your money to make a life” liberating and compelling.

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Who We Are

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What We Do

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Thought Partnering &#38; <span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Guidance&#160;<br/><sup>NAVIGATING TRANSITIONS WITH COMPASSIONATE EXPERTISE</sup></span>

Thought Partnering & Guidance 
NAVIGATING TRANSITIONS WITH COMPASSIONATE EXPERTISE

In the face of life's challenges, having a steady hand and a clear mind by your side can make all the difference. We are here to provide the experience and guidance you need to navigate pivotal moments that are both complex and emotional, such as the loss of a loved one, divorce, business sale, retirement, or career changes. Our common-sense coaching simplifies your life, offering genuine care and support to help you focus on what truly matters.

Who We Serve
Guiding you through life’s various stages.


Growing Years 
(35-54) 

Designing strategies to maximize wealth accumulation and protect young families, professionals, and business owners.

Transitioning Years 
(55-69)

Pondering the future with people approaching retirement and optimizing emotional and financial outcomes.

Aging Years 
(70+)

Contemplating with retirees the many facets and decisions that come with aging and preserving family wealth.

Expertise & Offerings
Comprehensive Guidance for Every Stage

Our tailored approach provides the guidance and resources necessary to navigate life's financial complexities.
We offer services that adapt to your evolving needs and journey.


Financial Life Planning & Design Engagements

This is where we start with every client. We believe these engagements deliver unique and refreshing perspectives as we blend life with financial matters, delivering them with elegant simplicity when possible. We believe successful engagements occur when those we serve feel cared for and empowered, and are clear about their choices, decisions, overall financial well-being, and strategy. No product sales or accounts are established at this stage.

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Ongoing Guidance & Wealth Management

After designing an initial Financial Life Plan, we are often asked to help implement the outlined strategies and provide guidance to stay on the path of financial well-being, adjusting as life evolves. We reach this point by earning trust and fostering a mutually rewarding relationship. While ongoing guidance is not mandatory, it can be discussed if a long-term partnership aligns with your needs.

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Educational
Opportunities

Mirus Planning is committed to fostering financial well-being through education. We believe that empowering our clients with knowledge is key to their financial success.


Our "wonderful, remarkable, amazing, extraordinary" webinars, book clubs, community walks, and other events are designed to provide guidance and support. We encourage you to check back regularly to learn more about how we can help you navigate life's challenges.

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About
<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">MiruS</span> <br/><sup>What Sets Us Apart?</sup>

About
MiruS
What Sets Us Apart?

Mirus Planning was founded in 2009 to reimagine the traditional “financial advice” experience. Instead of leading with products, we begin with financial life planning and design, which we believe is a better starting point. Acting as a thought partner and collaborating with people who are navigating complex transitions supports sound decision-making and overall well-being.

Retirement Readiness Toolkit

Retirement is one of life’s biggest transitions. Use this free guide to clarify your goals,
reduce uncertainty, and design a retirement strategy that supports the life you truly want.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Contact Us 
Let’s Talk About Your Possibilities.

Schedule a complimentary visit with us to get started on your journey.

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