We aim for our clients to feel confident in the fact they have a financial planner who they can trust to act in their best interest. It's extremely important our clients understand they are receiving objective, expert advice without a hidden agenda.
Beyond this, we want you to feel comfortable in our joint decisions. To do this, we share our knowledge and supply educational resources to help you fully understand your unique comprehensive financial plan. We want you to feel empowered in the financial decisions you are making. Our clients have found value in partnering with us as their transparent, fee-only financial planners.
We hope with this knowledge you will feel powerful and excited for the future ahead. You can learn more about our transparent client process here.
Our services are commonly utilized by:
As a company comprised of women, we are a natural fit. We understand the many roles you take on in life — because we have them, too. Many women are responsible for the household finances and want to partner with a financial planner for expertise and sound advice. Whether married or single, we enjoy leading women to a financially secure future through comprehensive financial planning.
As a young professional, you are likely “earning a good living” but wonder if you are doing the best you can. You want to make sure you are saving enough for retirement and paying off student loans, or maybe you’re to the point of considering purchasing a larger home for you and your growing family. Comprehensive financial planning provides you with the knowledge base to help make these goals a reality.
This is a time when saving for retirement becomes a greater focus. However, this is also when many professionals are feeling pulled in every financial direction. You may have school or college-aged children, a mortgage, insurance, taxes or other financial burdens. By this point in your life, you have picked up products and services along the way and are now wondering if it all makes sense. At times your financial life feels overwhelming, but a comprehensive financial plan will help you prioritize your goals.
As retirement nears, pre-retirees begin wondering about the specifics of retirement. Are you on track to retire when you want? Are there steps you should be taking to better prepare for retirement? When should you claim Social Security? Comprehensive financial planning helps you prepare during the home stretch. You’ve been working toward this moment for your entire working life and it's not something you want to leave to chance. We empower you to feel confident in the fact that you can retire and live the lifestyle of your choosing.
For those in retirement, determining when, how much, and where to take money from your investments is a common concern. When we work together to establish goals for the future, investments and all other elements pertaining to your fiscal future are addressed. In addition to receiving advice on investments, retirees need to address tax changes, insurance coverage, and estate planning.
Contact us to learn more about how we can partner to plan for your financial future.