Financial Planning

We provide independent, objective advice from a CERTIFIED FINANCIAL PLANNER™ practitioner. The first step is to ask confidential questions to gain a complete understanding of your current financial picture, and then help you identify your goals and objectives. Our recommendations can be implemented anywhere, meaning if you have existing relationships with other advisors, such as a broker, insurance agent, CPA, etc., we will work with them to implement your plan. Or if you would like us to assist in the implementation of your plan, we can obtain competitive quotes from many different companies or refer you to other professionals that have the same values as our firm.

Any financial plan is worthless unless it is implemented. Our job is to act as your financial coordinator, which involves working with all of your advisors to help you reach your specific goals.

Couple walking on a city street