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Planning Process

Our approach is based on the concept that personal finance is 80% personal and 20% finance. Success is more about your personal financial behavior than your financial knowledge. Because behavioral finance and coaching are so important, we emphasize the 80% while making sure you get the 20% right too.

Collaboration and Education

We focus on serving everyday people — from those who have never talked with a financial advisor to people who have already organized and planned their finances. Our goal is to cut through the complexity and jargon to emphasize only what you need to know.

Every session with your coach is a collaborative discussion focused on building your financial life plan and teaching you key financial concepts. While each program follows a general structure, we customize the content and order of discussion based on your needs and preferences.

Collaboration and Education
Planning Cycle

Planning Cycle

Life stage planning is an ongoing process, not a one-time event. We’ll start by building a plan together to get organized and concentrate your efforts on achieving your goals. Periodically, we’ll update your plan as your focus and circumstances change.

Ongoing Support

Often the problem with financial plans is they never get implemented. Like most diets, financial plans start with good intentions and end with human nature. Even perfect strategies fail if they don't take human nature into account. Our approach is practical and effective because we consider human nature to be an important factor. Our focus is on people, not just the numbers.

Many smart, capable people struggle with practicing good financial habits on a regular basis. Even the best can benefit from sitting down with a professional from time to time. That’s why we offer three different Ongoing Support options to help you implement, monitor and update your financial plan.

Ongoing Support

Get In Touch!

We look forward to meeting you by phone, through email or in person.

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