Holistic Financial Life Planning

Your financial plan is uniquely tailored to your life & dreams. We believe that your "WHY" is foundational to successful financial planning. We'll have in-depth conversations about your biggest priorities, goals, and dreams. We'll also discuss challenges and the obstacles getting in your way. Along the way, we'll discuss your money scripts, beliefs, and mindset.

A comprehensive review of your financial situation, including income, expenses, assets, investments, and liabilities. Through this process, you'll gain clarity over your financial details.

We focus heavily on cash flow to make sure we're prioritizing what really matters most to you and your family. Your money is a physical version of your life-force energy - the time you spend working - and directing your cash flow accordingly has significant immediate & long-term benefits.

If there are debts to consider, we'll create a payoff plan (based not only on what's most effective, but also on what is most motivating to you.

Based on where you are today, what does your financial future look like? We'll help you understand the most important actions to take today to accomplish your future goals.

We discuss opportunity costs & trade-offs based on what matters most to you, along with discussing what levers can we pull to accomplish those goals in your desired timeline.

We'll also discuss how you can achieve financial freedom, when you can "retire" (or have the option of quitting your job to pursue your passion, if the shoe fits!), and what steps you need to take to get there.

You'll be presented with a customized financial life plan with all the steps you need to take to achieve your short-term and long-term goals.

Scheduled progress meetings ensure that you stay on track to achieve your financial goals. We'll also regularly review your finances at these meetings, making sure your investments are always aligned with your goals and risk-tolerance, staying up-to-date on insurance coverage and employee benefits, and proactively planning for upcoming expenses, taxes, and life changes.

As life inevitably changes, we'll make sure your plan always fits with the path you're on. If you get a new job, have a baby, get married or divorced, move across the country, or start a business, we'll adapt your plan to make sure it never becomes stale.