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Planning with Purpose

Your Life. Your Family. Your Plan. 

<span><strong>The Planning with Purpose Method</strong></span>

The Planning with Purpose Method

Life brings about many challenges and changes, some planned and others a complete surprise. We know that there are many things that keep you up at night and our objective is to help you rest easier knowing you've created a plan for your future and your family.

We also know and understand the challenges that face small businesses and their owners. Through planning we can help you navigate those challenges, so that together we can be proud of all of your successes! 

We cannot foresee everything that lies ahead of us - there are many things that are uncertain about the future. But what we do know is life without goals, commitment, and planning can be very difficult to navigate. This is  why we believe in goal-based Financial Planning, through the "Planning with Purpose Method." 

Our Clients...

Are motivated to work towards accomplishing meaningful goals.

Want to work with an advisor who is a professional and holds them accountable.

See the value in paying for independent, objective advice that is holistic in nature.

Here's What You Can Expect

Initial Discovery Meeting

Our first meeting is designed to explore your values and goals. We look forward to getting to know you and understanding more about your financial health.

Exploration Meeting

During this meeting we will complete an in-depth look at all aspects of your financial health including monthly cash flows, risk tolerance, estate planning needs, investment needs, and insurance needs. This meeting represents the preliminary draft of your financial plan.

Recommendations Meeting

Our main objective of this meeting is to review everything we have gathered from you and provide you with your comprehensive financial plan along with our recommendations.

Implementation Meeting

During this meeting we will begin taking the steps necessary to implement the recommendations we agreed to in our third meeting.

Review Meeting

In this meeting we will review what we have accomplished thus far, and what your next steps toward your goals.

Annual Meetings

Investment Alignment Meeting

During this meeting we will review your risk tolerance, investment performance, and re-balance your portfolio as necessary. We will also review tax investment strategies and how they impact your investments.

Planning Meeting

During this meeting we will update and review your financial plan. We will also discuss such things as retirement planning, business planning, long term care planning, risk management and estate planning.



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