Financial Planning Our Approach We are committed to provide customized investment and financial planning services for individuals, families and business owners. We partner with each client to serve their unique financial situations, requiring individual approaches and well thought out strategies to empower them to make their own decisions. Most importantly, we value the relationships and strive to build trust. Investment Management We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. While following a fiduciary standard, we also provide experienced, professional and independent advice, putting your needs and best interests first. Financial Planning We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring. Financial Organization Prepare yourself for your financial fitness Advanced Planning Designed for growing families and those whose lives become busy. Complex Planning Designed for those with more complex financial situations Included in Financial Organization • Investment Review• Retirement Planning• Beneficiary Review• Goals and Values Review• Behavioral Finance Coaching• Goal Monitoring• Monthly Market Insights• Wealth Plan (eMoney) Included in Advanced Planning Tier 1 Plus:• Enhanced Wealth Plan (eMoney) • Net Worth Statement• Detailed-Cash Flow Planning• “What if”• Roth Conversion Review • Basic Estate Planning Included in Complex Planning Tier 2 Plus:• Wealth Transfer Scenarios • Family Financial Education • Stock Option Analysis• Charitable Giving• Business Planning• Income Tax Planning• Advance Estate Planning Build Your Own Financial Plan While Many clients choose one of our planning packages, we recognize the need for customized support. We offer al a carte planning services at $250/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work. Investment Management Services Risk Tolerance AssessmentTime Horizon AnalysisInvestment ResearchInvestment Selection Asset AllocationRebalancingGain/Loss HarvestingPortfolio Review Next Steps Get Started With eMoney Please create your eMoney account where you will be able to provide us with additional financial information, upload your documents to the Vault and help us better understand your personal financial situation. Get Started! Schedule an Appointment Have a Question? Name Email Address Phone Question Thank you! Oops!