We use a values-based planning process that seeks to align your money with your values. It starts by exploring your values so that you may gain greater recognition and understanding of what is most important to you and why. It helps to clarify your attitudes and behaviors regarding money so that you can focus on how money can support what matters most.
Values-based planning is a method to help you openly think about your emotional state toward money. For many, money is a taboo subject, and is woefully neglected in our educational system. This can lead to feelings of isolation due to a fear of judgment or lack of a good resource to turn to. When uncertain about something, humans tend to stay with the status quo, despite the potential outcome. Change involves risk and risk could cause harm.
Gaining relevance and understanding through values-based planning promotes confidence that leads to positive actions and the potential for better outcomes. It is instrumental in helping people give themselves the permission to live the lives they envision by coming to terms with how they have treated money in the past.
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We are fee-only, and act as a fiduciary to ensure you make decisions that are in your best interest. We do not offer any products or receive any commissions.
All new relationships start with a plan based on your values.
The rate for a plan starts at $2,400, with half due upon our agreement and the other after delivery of the plan.
At the completion of the plan, we offer implementation and ongoing wealth management services that are billed monthly. Monthly rates start at $350.
This meeting serves as an introduction where we both will learn about each other and where we can offer some suggestions on how best to achieve what you are looking for despite whether we end up working together. If we decide our Values-Based Planning approach is a good fit, we will move forward an engage in a planning relationship.
No numbers and figures! This a discussion about your values, what you truly want to accomplish and why. The outcome of this meeting will set the course for the suggestions on how to move forward on your path toward your goals.
Here is where we will get into the functional aspects of how to move toward the goals you set. Together, we will review your current financial reality and use various tools to illustrate how certain choices can lead to potential outcomes. At the conclusion, we will have a clear understanding of your top priorities and begin the analysis to determine which choices offer you the best way forward.
We review the specific implementation steps to move you toward the goals you set that align with your values. Implementation, investment management and ongoing guidance is offered as a service for a flat-fee monthly rate.
To have all your financial decisions in alignment with your most important goals and deeply held values.
To have your financial house fully organized and to keep it that way.
For you to have the highest confidence in all aspects of your financial life.
Achieve income security both now and in the future.
Potentially reduce your tax burden.
Coordination with your tax strategies.
Education and guidance on the various options and choices.
Potentially reduce taxes in the future.
Understand how the benefits available through your existing plan can support you and what changes you can expect if you leave.
Protect yourself, your family, and your property from various calamities.
Properly account for all your assets and ensure they are left efficiently to those you wish.
Reduce your expenses as you head to the next phase of your life.
Provide your family members the opportunity, while protecting your goals.
Design a mixture of investments that supports your plan in a manner you feel confident in.
Offer you ways to efficiently contribute to the causes you have a passion for.
Let's start a conversation about how we can help you make even better decisions about your money and achieving your financial goals.