Financial Planning

People Don't Plan to Fail, They Fail to Plan

One of the main reasons people don't realize their hopes, dreams & goals is because they fail to plan for them.


It has been our experience, having helped people with their money since 2006, that the number one reason people don't achieve financial freedom and happiness is that they don't have a written plan on how to make it a reality.

By collaborating with our team of expert advisors to build an actionable financial plan, you will increase the likelihood of getting all that you want out of life.

We use a "Results by Design" financial planning process.  Focusing on specific results, the design of your plan allows us to see in advance which solutions are best suited for your situation, helping you realize your goals.

  1. We learn about and help you crystallize your hopes, dreams & goals
  2. We analyze & test your current financial situation to see if it will meet future needs
  3. We test multiple ways you can manage your money to find the lowest cost, lowest risk ways of reaching your goals
  4. We agree on customized solutions based upon the results of our analysis
  5. We help you implement the solutions from your financial plan

We also work closely with your existing tax & legal counsel, working together with the common goal of helping you.

To do this type of planning we charge a planning fee (see below) so there are no surprises.  You pay nothing up front.  We use a financial planning agreement that spells out what we will do, what the fee is, and will not invoice you for the financial plan unless you are 100% happy & satisfied with the end result.

Fair Enough?


Once we have completed your financial plan and you feel comfortable with us and our process, we can help you take action by implementing the solutions.

We believe a sound financial plan is the foundation to financial success, and more importantly an enjoyable life.

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Have specific investment or portfolio questions?

contact us today!

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