Financial Planning

Evidence-Based Financial Planning®

Wealth Management
When the power of the Financial Planning process is combined with a rigorous and disciplined approach to investment management, we call it wealth management. Our Wealth Management services are offered as an integrated service for a single fee.

Financial Planning
The Financial Planning process helps us identify your goals and resources and then establish steps to harness those resources in pursuit of your Live Big® goals. Your financial plan will cover cash flow and tax planning, risk management, retirement and other goal planning, investment planning, and estate planning. It will do so in a big-picture, holistic way. The initial financial plan is developed for you during the first year of the engagement. Thereafter, the financial plan is reviewed on a regular basis to help ensure that you stay on track through changes in the landscape and in your circumstances.

Asset Management
Asset Management is the process of making the most of your wealth in pursuit of your financial planning goals. Our approach to managing investment portfolios is predicated upon certain fundamental assumptions with regard to the factors that most influence investment success. Those factors include the following:

  • Asset Allocation
  • Value Criteria
  • Size Criteria
  • Fees and Expenses

We develop an Investment Policy and a disciplined plan for investing your assets and for monitoring and reviewing them on an ongoing basis. See Investment Philosophy.

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson