Financial Planning

All of our recommendations and services happen within the context of a financial plan. In the past, the financial industry has done their clients a phenomenal disservice by creating environments where you, the client, had to know exactly what you wanted or needed before approaching an advisor. That’s not how we choose to operate.

When you engage in a relationship with our team, we first want to understand you.

  • What matters the most to you?
  • How do you define success?
  • What are you unsettled about in your financial life?
  • What impact do you hope to have?

If we can help you get clarity on these important questions, then as a team we can design and execute a financial plan that pulls tax strategy, estate planning, investments and insurance together to help you achieve true FREEDOM.

When implementing an investment strategy or insurance planning with our firm, any fee for financial planning is typically waived. However, if you’re looking for a second opinion or have uniquely complex needs, we are happy to negotiate a flat fee for these planning services.