Financial Life-Centered Planning

As fiduciary, fee-only CFP®s, we sell no products. Instead we tailor our services to match and meet our clients’ most pressing questions. We start with a conversation, not a sales pitch; refreshing, right?

We’re genuinely curious about what is stopping you from living the life of your dreams, because we’re pretty confident that we can help you over that hurdle.

Take a look at these videos to see how we’ve helped hundreds of clients in ways that most financial planners haven’t. And, that’s how we like to roll, thinking outside the box, so that our clients can escape financial stress and be happier.

Life-Centered Planning focuses upon using the tool called Money to buy you additional choices, to enhance your life.

We will partner with you, focused on solving your life challenges and fulfilling your dreams. We accomplish this through purposeful dialogue to tease out what you may have thought you couldn’t achieve–what you may have thought was impossible. So often, when large goals are chunked down, they are remarkably easy to achieve, and that’s our gift; our specialty.

We simplify what many have known as the process of financial planning, principally because we are so uniquely focused upon your goals. And we take a very educational approach, since many women like to learn, especially when they are able to forge through previously held fears around their money. Those are significant and joyous victories that we so enjoy celebrating.

ORGANIZATION

We help you get your financial house in order and show you how to keep it that way. We help provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning.

ACCOUNTABILITY

We help you follow through on your commitments by working with you to prioritize your goals, strategize the next best steps you can take and regularly review your progress towards achieving your goals.

OBJECTIVITY

We provide insight to help you avoid emotionally-driven decisions in important money matters. Our financial plan offers the roadmap for actionable steps, eliminating guesswork, so you can see the results before you proceed with any strategy.
Science tells us that when emotions are high, intellect is low & vice-versa. We are available to consult with you at key moments of decision making, doing the research for you with our 62+ years of knowledge to ensure you have all the necessary information.

PROACTIVITY

We work with you to anticipate your life transitions (such as retirement, loss of a partner, loss of mobility, impaired mental acuity, downsizing your home, moving into an adult community, applying for Medicare & Social Security) so that you are financially and emotionally prepared for them. We will work together to regularly assess any and all income or lump sums that you have, or are anticipating, and creating the action plan to address and manage these transitions ahead of time.

KNOWLEDGE

We explore the specific knowledge needed for you to succeed, by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice.