Financial Planning – Introduction

The purpose of financial planning is to help you make the most of your financial resources by setting realistic goals and finding a way to reach them.  Our team of independent, certified financial planners conduct a comprehensive review of your personal and financial circumstances so that we may identify potential problems and opportunities. We assist you in making difficult decisions and help you to avoid costly mistakes by ensuring that you are fully informed about all possible choices. We believe the inherent objectivity in our “advice-only” approach enables clients to make better decisions.

This holistic, integrated approach prevents the oversights that may arise from piecemeal advice. We communicate with your other advisors so that the implementation of selected strategies is coordinated between all parties. Also, in the event of a crisis situation, our awareness of your circumstances can be particularly important to your family — we can provide them with the information they will need to understand the details of your finances and financial plans.

Once we have completed an overview of your situation we direct our attention to specific financial planning areas, as outlined below:

Personalized Solutions

Cash Management


Risk Management


Charitable Giving