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, 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