Financial Planning

We offer an array of financial planning services, all of which can be specifically tailored to a client's individual situation or need. These services include:

Core Planning:
This basic financial planning process can include: cash flow planning, investment review, insurance review, estate plan review, elder care planning and education planning. The typical planning process flows as follows:

  • Discovery
  • Goal setting and values clarification
  • Cash flow estimations
  • Portfolio analysis and recommendations
  • Insurance analysis and recommendations
  • Estate plan review

Advanced Planning:
These services typically follow a core planning engagement, and provide an in-depth analysis of a very specific planning issue or set of related issues. Often, our clients may need an in depth analysis of a single element generally included in the core planning process. Examples of advanced planning services include:

  • Advanced estate/wealth transfer planning
  • Business succession planning
  • Executive compensation/deferred compensation planning
  • Tax planning