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Financial Planning

Our work together will empower you with the knowledge and tools to make well-informed financial decisions now and in future.

We will create and complete your financial plan together, and continue to update your plan as your life changes. Financial planning is an important first step in further developing our relationship and getting in sync about your highest priorities. It also provides a foundation to determine the best way to invest your money for your future benefit. We will help you recognize the key drivers of your financial success to enable you to achieve your long-term goals.

We will focus on the following key areas for your financial plan:

  • Personal Balance Sheet - Assets & Liabilities

  • Cash Flow Analysis - Income and Expenses

  • Insurance - Life, Disability, Long-Term Care, Property & Casualty

  • Investments & Retirement Planning

  • Income Taxes


  • Long-Term Projections - Goal Probabilities

In addition, we may cover the following topics:

  • Advanced Income Tax - Charitable Contributions, Tax Reduction Strategies

  • Employee Benefits - Pensions, Stock Option Plans

  • Estate Planning - Inheritance, Trusts, Tax Strategies, Incapacity

  • Special Circumstances - Job Loss/Change, Divorce, Children with Special Needs

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