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Our Approach

What is Lifestyle Financial Planning?

We help clients identify, achieve and maintain their desired lifestyle.  Lifestyle Financial Planning is a process we utilize to help clients take a deeper look at the things that are really important to them.  We believe proper financial planning should inspire confidence, not confusion.  We believe proper financial planning should empower clients to enjoy their lives without fear of the unknown.  We believe that life isn't a rehearsal and that precious time is constantly slipping away.  The benefit of Lifestyle Financial Planning is that we can help clients maximize their current lifestyle while also being prudent about future needs.   

What is important to us? 

  • Working with clients who are proactive about their overall financial health and are seeking professional guidance.
  • Working with clients who care about others - their family, their friends and their community.
  • Working with clients who prefer an active relationship with a financial planner, NOT a transaction based relationship.
  • Working with clients who aren't just focused on their money, but how their lives can be enriched by taking a deeper view into their goals, values and all the things that matter most to them. 

What is Our Process?

Step One - Life Planner

We dedicate our initial meeting to learning about you and your life.  During this complementary one hour, no obligation consultation we want to gain a clear understanding of where you are now, where you want to be and what is really important to you.  This provides an opportunity to discover if we are a good match for you and you for us.  At the end of this meeting, we can mutually decide if we should proceed to phase 2.  

Step Two - Financial Planner

Once we fully understand your current situation and have gathered all the necessary information, we'll begin working on your financial road map.  During the second meeting, we'll walk through our interactive planning platform, share our insights and help you envision a forward looking strategic plan.  At the end of this meeting you'll have a clear understanding of what your financial "big picture" looks like, items to consider and what we recommend as your action items.     

Step Three - Financial Advisor 

Based on what we have determined from the previous steps and if necessary, we will begin to implement your strategies and help coordinate all the moving pieces of your plan.  Lifestyle Financial Planning is an ongoing process that is always shifting and adjusting with life stages.  Our primary objective and value proposition is based around providing professional counsel when life's big decisions need to me made.  

Schedule a complementary consultation now to get started.

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.