A process. To understand you. Your story.
During this process, you will feel known, heard, and understood.
We’ll help you answer this question: “In light of our past experiences, current circumstances, and future hopes and dreams, what is the wise thing to do now?” – Andy Stanley.
Comprehensive Financial Planning is the integration of who you are and where you are headed with your assets and cash flow. A methodology summed up in action steps and a clear path forward. It happens in three phases, through the lens of purpose, perspective, and process.
- Discovery, Analysis, and Recommendations
- Ongoing monitoring and advice.
This includes technical components such as reducing income and estate taxes. We will help you give well, manage investments with a prudent process, make decisions around stock options, create cash reserves, reserve funds to capitalize on opportunity, transfer assets and values across generations, or sell your business. We will also help you make decisions around healthcare, real estate, uses of debt, and more. All in the context of what matters to you most.
Our clients have told us that our process and care give them clarity and confidence. They feel calm, and have a sense of stability, safety, and security.
The outcome? You are enabled to live from a place of stewardship and abundance.