Why work with us?

Holistic Financial Planning

Our mission is to get to know and understand your needs, wants, and long & short term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges people face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Process - Holistic Financial Planning

With holistic financial planning, the focus is on the whole you. That is, your goals, values, and experience with money. It is a top down approach to planning that focuses on the big picture; balancing long and short term goals and values, rather than a one size fits all approach. That means your life and ambitions are driving the planning process rather than product sales.

Holistic financial planning is comprehensive financial planning which looks at all the components of your financial life including cash management, retirement planning, investment planning, tax planning, estate planning, and medical & health planning.