What is Financial Life Planning?

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction.  

Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.”  In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.     

Why Choose Us to Be Your Financial Life Planner?

Because of the unpredictability of life and the complexity of financial markets, it is important to work with a Financial Planner who will help you to achieve your financial and life goals.  And, it is essential to select a Planner who will take the time to truly get to know you and to understand your concerns and your dreams.

As your Financial Life Planner, we have joined the ranks of a small but increasing cadre of life-centered financial planning professionals who are leaders in the trend of integrating financial planning and life planning.  We are dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations. 

Therefore, in addition to traditional discussions of assets and net worth, we are asking our clients, “What will bring meaning and purpose to your financial life?”