Our values based financial planning process starts by learning about you. What are your deepest values based financial planning goals, hopes, and challenges, and even your fears. We don’t believe that money should be separated from the life that it serves. We see money as a means to an end. Do you have a desire to incorporate socially responsible or sustainability investing into your values based financial planning?
Values based financial planning starts with understanding you
You are more than just assets. You have goals, interests, passions, values, relationships, advisors and your own processes. Understanding you helps us to shape and customize our approach to help you reach your end game. Six areas of your life have an impact on your financial planning and investment strategies: Your Visions & Values, Lifestyle, Family, Work, Health and Financial Well-Being. Your needs, wishes and goals in these areas shape five key planning areas that are part of any investment or wealth plan.
Helping & Protecting Family
Retirement Transition Planning
Enjoying & Protecting Lifestyle
Protecting Assets and Business
Life Transition Planning
Creating Financial Well-being
Working with an Advisory Team
Building a Legacy
Wills and Power of Attorney
By helping you articulate your aspirations, we are better able to understand where you want to be and develop a blueprint to help you get there.
Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.