Engagement Options

From navigating bumps in the road to adapting quickly to meet your changing needs, we look forward to walking with you every step of the way on your wealth journey. If there are certain areas of your financial life that require the help of others, we’ll happily coordinate with your CPA, attorney, or other professionals. Our goal is to ensure every aspect of your financial life is aligned with your goals for tomorrow while meeting your needs today.

We can work together in two ways:

Holistic Planning

If you’re interested in addressing every aspect of your financial life, it’s likely you want to work with a team that can offer big-picture planning. We’ll dive deep into understanding your entire financial picture, what challenges you face today, and your goals for the future.

Strategic Planning

If you aren’t quite ready to engage in comprehensive planning, we want to meet you where you’re at today to address your more immediate needs. We’re here to help you with specific financial planning concerns by offering targeted solutions.

“People with a written financial plan are two and a half times more likely to save enough money for retirement. You have to know better, in order to do better. A written financial plan helps individuals to know better so that they can start to do better.”

Source: Savology