Financial Planning

Because life changes quickly, your plan needs ongoing review and adjustment. Each conversation we have is a chance for you to share what’s going on
in your life, and our meeting cycle ensures that we cover
the major financial planning topics each year.

  • In our first meeting each year, we will help you reaffirm your priorities and measure progress toward your goals. This meeting typically covers:

    ▶ Reviewing and updating goals

    ▶ Net worth and cash flow

    ▶ Savings and investment strategies

    ▶ Stress test scenarios

    ▶ Gifting strategies

  • In our summer meeting, we will help you understand and prepare for different financial risks and will typically cover:

    ▶ Risk management and insurance planning

    ▶ Your estate plan

    ▶ Legacy planning strategies

  • In our final meeting of the year, we will review your income tax situation and consider strategies to manage what you owe:

    ▶ Reducing current-year taxes

    ▶ Minimizing future taxes

    ▶ Pertinent tax code updates

    ▶ Collaboration with your tax advisor