What is Comprehensive Financial Planning?

Comprehensive financial planning is more than asset management and investment allocation, instead it should serve as the foundation to your life journey. Financial planning can establish your reason, create intentionality and address the “why” before the “what” or the “how”. To do that, your financial plan should identify what’s important to you and plan for potential headwinds that you may face as you pursue your passions.

Our advisors and CERTIFIED FINANCIAL PLANNERS™ (CFP) work with you to identify opportunities and address concerns as we build a robust financial plan. We use advanced software and other tools to track how likely you are to reach your financial goals and offer recommendations when there is room to improve. This reduces anxiety caused by economic ups and downs and gives you confidence that you’re on the right track regardless of what is happening around you.

Our emphasis is in our team-based approach to financial planning. With experts in each of the complex areas of financial planning on staff lending their expertise, combined with innovative and user-friendly technology we utilize, the planning process is interactive, flexible and ever-evolving. Our financial planning process provides a foundation and roadmap for how to carry out your everyday lives. 

Why Should You Have a Financial Plan?

Step 1: Establish the Relationship

We will clearly define our responsibilities to you and the services we will provide.

Step 2: Get Organized

We will work with you to gather necessary documents, define your personal and financial goals, as well as your needs and priorities.

Step 3: Prepare Financial Plan

Our planning team will work with you as we use your information to create an actionable plan.

Step 4: Presentation of Financial Plan

We will sit down with you to review your financial plan, making any adjustments before implementation to ensure your plan aligns with your life goals.

Step 5: Implement Recommendations

After you take time to review your plan, we will sit down and provide you with the tools to help you reach your goals.

Step 6: Monitor Progress

Financial planning is fluid and should be reviewed and revised as life happens. We will continue to support you on your journey, hold you accountable and ensure your plan remains current as changes occur. 

The Value of a Financial Plan

Follow the links below to learn more about each of the financial planning services we offer.