Financial Planning

Am I on track to meet my goals?

Successful investing strategies often are rooted in thoughtful financial planning upfront.  We help you to organize your data and to develop your goals, taking a holistic look at your financial picture with you.  We then analyze your data to outline opportunities and vulnerabilities, and construct a financial plan and recommendations that are aligned with your goals.  With your feedback, we refine your plan scenarios so they are tailored and relevant to your situation.  We then meet with you to review your financial plan and our recommendations, and to answer any questions.  

The result is a financial plan that is designed to provide clarity and strategic direction, and to give you confidence in your financial strategy.

Examples of financial planning topics we address include:

  • Retirement planning
  • Education planning
  • Divorce and asset separation
  • Estate planning
  • Charitable giving 
  • Tax planning
  • Business succession
  • Risk management, insurance
  • Real estate analysis
  • Debt analysis
  • Cash flow analysis 
  • Employer stock/options analysis
  • Employer pension/retirement plan analysis

A typical financial planning engagement may address one or more of these topic areas.  

We offer financial planning services on a stand-alone basis for an hourly fee, as well as in conjunction with our investment management offering.


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