Financial Life Visioning and Strategic Planning Program
We provide a unique five meeting program and guide individuals and families in exploring and clarifying:
As your picture clarifies, we will work on a thorough assessment of all aspects of your financial life. Our understanding of your perspective, core values, preferences, and vision for your future becomes the basis for our analysis and leads us to provide you with the following:
Following our final meeting, we will provide documentation of our exploration, analysis, and recommendations. Upon completion of this program, you may choose to implement the strategies that we recommend on your own, with another advisor, or with our guidance. If you choose to work with us, we have multiple ways to serve you.
The cost for this program is assessed as a one-time fee. The exact fee is determined based on the complexity of your financial life.
