Services

 

“Even if you’re on the right track, you will get run over if you just sit there.” – Will Rogers

LETS HAVE A CONVERSATION
In determining which aspects of our service offering you’d like to engage with us, we can assure you that we will not try to sell you on anything you don’t need. We simply have a conversation about your time, money, and effort – and let you decide how you want to use them. Most of our clients didn’t pursue formal education in or want to spend time learning financial planning concepts, so they use their money to save time, effort, and headaches. Just with our explanation of our philosophy, everything comes down to trade-offs among resources – you just determine what is worth the most to you.

WE CAN COME TO YOU
Recognizing that your time and human capital are some of your most valuable resources, we have consciously streamlined our service offering to facilitate relationships virtually so that we are available for you no matter where life takes you!

 = Include

 = Optional

 = Not Included

Service

Guidance
Project Based Consulting

Setting the
Foundation

One-time Planning

Life By Design
Ongoing Relationship

NET WORTH ORGANIZATION

CASH FLOW PLANNING

INSURANCE REVIEW

DEBT MANAGEMENT

EMPLOYEE BENEFIT ANALYSIS

TAX PLANNING STRATEGIES

EDUCATION PLANNING

BUSINESS PLANNING

RETIREMENT PLANNING

LEGACY PLANNING

VISION & GOALS STATEMENT :      ​PERSONAL

VISION & GOALS STATEMENT :    PROFESSIONAL

PERSONALIZED STEWARDSHIP POLICIES

INVESTMENT ANALYSIS

INVESTMENT MANAGEMENT