Guidance & Process

It is our hope that we offer both comfort and compassion while engaging in both life and financial conversations with the people who engage us. We believe our approach to help examine all facets of life results in thoughtful outcomes for our clients. We engage in a holistic process called Financial Life Planning® helping our clients increase their sense of financial well-being and overall life satisfaction. In doing so, we are dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities to best arrive at a strategic plan that is by definition: Meaningful.

 

Phase 1

Fit

Objective
To understand if our services, philosophy and personality are a good fit for your needs, personality and objectives. Are we a good FIT for you and you for us? 

How?
We offer an hour–no cost, no obligation discussion to better understand your needs, goals and concerns and you have an opportunity to learn about our philosophy and get to know us. After, we can determine together if there are reasons we should pursue a working relationship together or NOT. We realize we aren’t a “fit” for everyone and that is okay.

 


Phase 2

Clarity & Design

Objective
To work with you to design and visualize your ideal future, to identify the core values important for you to live by, to identify possible future life transitions you need to consider, to identify your concerns to address and the goals you wish to realize.  

How?
We spend time with you discussing both financial and life matters, to help design a blueprint for your financial life plan. We believe coming up with a strategic plan while understanding both qualitative and quantitative issues help to produce recommendations and strategies congruent with the things and people important in the lives of our clients.

 

Phase 3

Enactment & Ongoing Planning

Objective
Predicated upon our mutually agreed upon strategic plan created in the 2nd step of our process, we then work with you to prioritize and implement action items and “course correct” planning as life evolves.  

How?
Your blueprint ultimately serves as a “living” document that we use as a guide for progress, protocols and expectations and is updated periodically as situations warrant and change. We begin working from priorities involving your most pertinent issues first. Our job is to be a catalyst to ultimately help get things done and to be a resource to support your unique pace of engagement, planning and need for implementation. We believe in progress; not necessarily perfection and are careful to not overwhelm those we serve. 

 
 

Why?

Since 1992, I have been providing financial planning advice to individuals, couples and families who are thoughtful, engaged and wanting an ongoing relationship with a professional. In 2002, my father died after suffering a stroke at the age of 63. I was left with a mother widowed at age 60 and at the same time working for several clients experiencing divorces—I recognized a need the financial services industry wasn’t addressing very well by merely selling products and setting up accounts. I noted that the emotional ups and downs these clients (and my own mother) were facing required a different approach. These life transitions required time, patience, caring, empathy and compassion—not a product recommendation

How?

I believe it is important to provide our clients with comprehensive guidance as it relates to their unique objectives and goals. I believe strongly that by blending both life conversations with financial conversations—our clients can find meaning during their financial life planning experience. And through providing an ongoing strategy for a lifetime, our clients can experience direction, clarity and a sense of financial well-being—staying connected with their values, goals, and vision of the future as life changes regularly.   

Who?

I am selective to whom I provide advice—typically working with new families or individuals who have been introduced by either happy clients or by like-minded professionals. The people served often have similar qualities: they care about others, they want a relationship with a professional, they are nice, they want comprehensive advice, and they are engaged in the ongoing experience. 

What?

When engaged by clients, I like to take a comprehensive approach to financial well-being—acting as a catalyst to build out a full strategic examination of matters we believe can influence the success of a plan. Not merely discussing investments—we spend time helping clients evaluate legal matters, risk management, cash flows, special circumstances, and our ongoing working relationship to name a few. Our belief is that by acting with a holistic mindset, it results in stronger overall strategies for our clients. 

 
 

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