Our Process

Our Advice for Life approach recognizes that we're all on a unique journey. Our disciplined planning process helps you manage debt, better understand your financial decisions, and improve family communications regarding money.

Our Technology

The future of integrated financial planning is here! You're just a click away from everything you need, all in one place, whenever you want it, from wherever you are. 

Everything Revolves Around You

No matter where you are in life, -- just getting started or planning for retirement --  you have goals and dreams.

And lets face it, you're busy! You don't have the time, and in many cases the expertise to manage your own financial affairs.

Your Goals, Our Strategies

Our "Advice for Life" client centric approach reflects your priorities and specific life circumstances. 

  • Discovery

    Before we get down to crunching numbers, we'll talk about the things that are most important to you - family, community, pastimes, church. We'll ask a lot of questions about what you're really thinking, feeling, worried about; your experiences with money; and what you've accomplished so far. Together we'll figure out where you are now.

  • Planning

    Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weight the financial implications of each goal we discuss and construct the framework for a plan that supports them.

  • Solutions

     A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to address each of your goals. This is where we implement your customized plan. 

  • Monitoring

    Just when you make plans, life happens - and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary. 

Services for

Executives

Our expertise in equity-based compensation helps you determine the role these plans will play in your long-term financial outlook

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Retirees

Our sound approach evaluates your potential retirement-income sources and provides a monthly paycheck

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Business Owners

Our proven process allows owners to identify and achieve specific personal, financial and family legacy goals

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You've got a lot of complex financial data coming at you.  We can help!

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