Financial Planning
A financial plan is your personalized game plan to get you where you want to be.
We like to say you are the quarterback, and we are the coach. We prepare and guide you with our expertise, but you are in control.
the opponents
Retirement
Debt
College
Saving
Spending
Taxes
Home Purchase/Remodel
Cash Flow Management
Generous Giving
Legacy Planning
Lifestyle Preservation
coaching you to win
step 1:
check the stats
First, we will assess by answering:
How much do you have?
How much do you owe?
How much do you spend?
How much do you save?
In other words, where are you right now?
step 2:
define goals
What money goals do you dream of achieving? Perhaps you want to fund retirement, help pay for children's college and weddings, do a home remodel, take a dream vacation, buy a second home, leave something for the next generation, or be courageously generous.
Everybody has a different set of goals. The first step to achieving them is defining exactly what they are.
step 3:
strategize
We'll create and implement strategies to get you on track to meeting your goals. This will include things like:
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how to handle monthly cash flow
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investments
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paying down debt
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funding retirement
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minimizing taxes
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step 4:
play for the win
We always stay on the sidelines, watching and coaching you through as the game progresses. Have an unexpected bonus or inheritance? Or have unexpected home or medical expenses? No problem. We can help you make the necessary adjustments.
Think of us as your lifetime coach. We're here to keep you on track no matter what comes your way.
