Financial Planning is why my team and I exist; to help families develop a financial plan to live the best life and make the biggest impact possible with the resources they have.
It is centered in helping you identify your family's most meaningful goals and working through an intentional process to pursue them. My team and I find that in order to help our clients make the biggest impact on their family and community, it’s critical that we go beyond investments, which is where we believe the majority of our industry stops.
We believe using a comprehensive approach and scenario based planning drives the biggest impact-where you not only bring to us items you want to address, but our team proactively brings to you items that will be helpful to address (including gaps and opportunities not previously identified), based on our experience working with families in a similar position to your current one, as well as families in situations that might be aspirational to where you want to go.
What is the full potential impact of your wealth? We believe the answer involves more than your balance sheets and cash flow statements; the full answer incorporates your family members, your family story, your community, your principles and values, your goals, and your assets. This is where financial planning comes in, bringing it all together, and enhancing the impact of your wealth.