Financial Advising
Coming Soon
Retirement Planning
Identifying income goals for retirement and assessing savings needs given various factors including inflation, investments, projected earnings, and financial vehicles for retirement.
Investment Planning
Investment analysis and advice as related to mainstream financial vehicles as well as alternative investments. Portfolio management not currently available.
Risk Management
Assessing and mitigating risk exposure through the use of various insurance tools including health, disability, life, long term care, property, and business insurance.
Tax Planning
Evaluating tax consequences for various personal economic activity including changes in family life, business ventures, and charitable giving.
Estate Planning
Identifying proper titling of assets, transfer techniques, gifting strategies, and ensuring estate liquidity. Includes discussion of wills and desires beyond life.
What to Expect
1
Discovery Call
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Is this a good fit?
2
Agreements & Documents
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​Engagement Letter & Form ADV
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Financial Statements
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Questionnaires
3
Meeting
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Conversation around financial goals & needs
4
Analysis
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Financial calculations & recommendations
5
Follow Up
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Document outlining next steps & financial advice
Commitment to You
Fee Only
No performance-based fees or commissions
Fiduciary Duty
Client interests above our own
Integrity
Honesty, respect, & alignment