Organize, Analyze, and Plan
Organize
First, we help digitally organize all your finances in one place, your own confidential financial website.
All inputs are encrypted and linked only to our financial planning software.
Analyze
Secondly, we analyze your information holistically.
Because we view things holistically, we come up with strategies encompassing almost all of personal financial management. We believe specialist in accounting, law, and insurance, etc. can be an incremental part to your success too.
Plan
Lastly, we execute your plan together over four meetings a year.
Winter: Goal Planning, Probability & Cash-Flow Analysis
Spring: Investment and Net-Worth Analysis
Summer: Insurance & Estate Planning
Fall: Tax Planning