We try to make financial planning as pleasant as possible; no small task with a subject studded with emotional decision-making! However, it’s important that you know what we are doing “surreptitiously” while helping you reach financial security. It’s more than a worksheet or a checklist! You should know that working with a holistic financial planner is definitely not a “trick-or-treat” scenario.
Making things easier for you is a priority for us.
We help you track, and streamline, your financial affairs. We help you create an organized, diversified portfolio, and stand between you and the dysfunctional, emotional decisions that most people make with their own investments. We help you get into the habit of saving (and investing) the appropriate portion of your income.
Our service is truly personalized.
We help you identify what is important in your lives, and help you prioritize your goals. We help you turn seemingly impossible goals into a routine that can significantly increase the odds that you will achieve them. We help you plan for an exciting, meaningful next stage of your life – what we call your “Personal Paradise”.
We want you to get the best deal possible.
We become your ally and advocate to help you get the best money values and help you sift through the many financial offers you will receive to determine which are helpful and which are harmful to your financial well-being. When appropriate, we collaborate with other professionals you are working with when important financial decisions need to be made.
If we aren’t constantly improving our practice, then we aren’t doing our job.
We attend multiple continuing education sessions and conferences each year to stay up-to-date and learn about the latest new research and planning techniques. Each week we read a large number of industry articles, reports, white papers and research from thought leaders to get various perspectives on issues and planning techniques to help us attempt to provide you with the most relevant and impactful advice we can.