Comprehensive Personal Financial Planning

Comprehensive personal financial planning incorporates a holistic view of your financial life to align your goals and values with the decisions you make and the actions you take. We consider all facets of your wealth as we help guide you through your choices.

Cash flow and scenario planning

Cash flow planning, looking at the amount of money coming in and going out, is the blueprint for your financial plan. When we know how much it costs to be you or to be your family, we can look at the flow of your money and make decisions for short, medium and long-term goals.

We pair cash flow planning with scenario planning to look at choices and outcomes and examine the impact of each on your financial well-being. This exercise helps you see where you’re on track and where you may need to make changes.

We help you answer important questions like:

How early can I retire?

Am I invested appropriately for my goals?

How do I create the income I need in retirement?

Can I afford to send my child to private school?

How much should I save for my children’s college education?

What is the best way for me to donate to causes I care about?

Which options make sense for legacy and estate planning for my family?

Will my plan still work if things go wrong?

Throughout the process, we take everything into consideration and stress-test worst case scenarios. The result? You will experience the peace of mind that comes from the combination of cash flow projections and scenario planning. This holistic view helps you understand where you are today and what actions you need to take to achieve your goals.

We've got you covered

Many people come to us with existing advisors, all operating independently, without consideration---or sometimes knowledge---of your other resources. We know you do not have the time or inclination to orchestrate this entire process. We work with the professionals you already trust and serve as a central contact point to cover and coordinate all of your financial needs. We’ve got you covered so you can focus on what you care about. And that feels good.

Ready to learn more?

The first step is a confidential conversation.

Contact Us