Financial Planning

Planning is the foundation for a solid financial life. Without planning, too many things are left to chance. Together, we will review your personal and professional aspirations, helping you prioritize for the short-term and long-term. We also analyze various scenarios and “what-ifs” so you can make better decisions about your future.

Creating Order Out of Chaos

Financial planning encompasses all aspects of your life and must be tailored to your unique circumstances and values. We will develop a comprehensive plan and guide for your future, including:

  • Cash Flow and Budgeting
  • Saving and Investing
  • Retirement Projections
  • Risk Analysis and Insurance
  • Real Estate
  • Education Planning
  • Employee Benefits
  • Charitable Giving
  • Childcare and Eldercare Issues
  • Tax and Estate Planning
The Financial Planning Process

It is our mission to get to know you, clarify your objectives, and evaluate the current state of your finances. This enables us to establish the plans and strategies that best fit your needs.

Identify and prioritize your short-term and long-term goals.

Gather and organize data through questionnaires, interviews and worksheets.

Analyze your situation by using specialized software and tools to identify challenges and opportunities.

Develop a saving and investing strategy to fund your objectives.

Provide a written plan with recommendations and action steps.

Assist with implementation of plan tasks and recommendations where needed.

Fee-Only Planning

We are a fee-only financial planning firm dedicated to helping women and their families build a sustainable financial future. Fee-only simply means that you pay us for our services; this allows us to focus on the process of financial planning, not on commissions from financial product sales. You can be assured of unbiased advice that is in your best interest. Read more about our fees here.

Women and Planning

Everyone needs a financial plan, but for women it is critical. For all the gains women have made in salary levels and position in recent years, they are still more likely to outlive their income without planning ahead. And, many women are the managers of the family finances. Remember: procrastination is the most common cause of financial failure – get started planning now. Read more about Women and Planning here.

Read more about Financial Planning Services here.