Financial Planning

Taxes and investments are key components of your personal financial plan, but peace of mind comes from attention to all aspects of your financial life.

The Importance of Integration

planning_puzzle-300x199Does this sound familiar?

  • You go to a stockbroker for investment advice.
  • An insurance agent to buy insurance.
  • An accountant for tax preparation.
  • An attorney for estate planning.
  • A financial planner for a retirement plan.

This isn’t the making of an efficient financial plan. You end up with several pieces of your personal plan in place, but each was developed independently by a different person at a differing time in your life. Not only may individual pieces of this financial puzzle no longer be appropriate for your current situation, but your progress toward your goals may be slowed because pieces of your plan are working against each other.

We believe there’s a better approach to financial planning. You should feel like you have full control of your entire financial picture, which is why we believe in comprehensive planning. We’ll make sure you have what you need, and that your money is working for you as efficiently as possible. Learn more about our personal holistic financial planning services.

Holistic Financial Planning for Life’s Transitions


Financial planning would be easy if life always progressed according to plan. But life is a series of transitions – some planned, some unplanned – and the financial decisions made during these transitions can be the most critical ones.

The time we take to understand you – your goals, your values, your relationships, your personal history, every aspect of your finances – and our availability to you as part of your retainer helps us be effective, trusted guides during your life’s transitions. We want you to find financial success and focus your energy on life’s more important pursuits – whether that’s a fulfilling retirement, more travel, or building relationships with family and friends.

Would you have more peace of mind if you knew the most important things for your future were taken care of? Contact us to learn more about the difference a holistic personal financial plan can make.