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OUR SERVICES

Planning

Finances are 95% values & 5% math. 

There are many things money can buy, but the most valuable of all is freedom. Freedom to do what you want.

J.L. Collins

Scenic Road Bike
The purpose of a financial plan is to Maximize the resources you have, to enable you to use these resources when & how you choose!
We provide Values Based Financial Planning

Our values based financial planning process starts by learning about you. What are your deepest values based financial planning goals, hopes, challenges, and even your fears? We don’t believe that money should be separated from the life that it serves. 

What is VALUES Based Planning?

You are more than just assets. You have goals, interests, passions, values, relationships, advisors and your own processes. Understanding you helps us to shape and customize our approach to help you reach your end game.

 

Six areas of your life have an impact on your financial planning.

 

YOUR

  • Goals & Values

  • Lifestyle

  • Family

  • Work

  • Health

  • Financial Well-Being.

 

Your needs, wishes and goals in these areas shape five key planning areas that are part of any investment or wealth plan. By helping you articulate your aspirations, we are better able to understand where you want to be and develop a blueprint to help you get there.

Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, pastimes, church & more.

 

We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far.

 

Together we’ll figure out where you are now and how to get to where you want to go.