Financial Planning & Consulting

The goal of the financial planning process is to give you control of your financial circumstances, enhance your quality of life, and reduce uncertainty about your future. We follow six steps to help you create a financial plan to work toward your financial freedom.

We begin by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to help you get you where you want to be. We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to pursue your financial dreams.

Our Technology

We use the WealthVisionSM platform to integrate your financial plan into a robust personal financial website. Its powerful engine can generate comprehensive financial planning analytics—calculating cash flow projections, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.

Planning Services

  • Cash Flow & Budgeting
  • Debt Management
  • Retirement Savings Planning
  • Retirement Income Planning
  • Real Estate Purchase Analysis
  • Small Business Strategies
  • Business Strategies
  • Insurance Planning
  • Tax Planning
  • Education Planning
  • Major Expense Funding (Car Purchase, Home Purchase, Home Improvement, etc.)
  • Employee Benefit Planning
  • Equity Compensation Planning
  • Charitable Planning
  • Estate Planning


For focused and customized financial advice, our hourly consulting rates are available on an as needed basis. Feel free to choose from the planning services focus areas or choose your own focus area. - $200/hour

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