Planning Services

"Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction, and skillful execution."

- William A. Foster, Medal of Honor Recipient

Financial planning helps you focus on the “big picture.” It seeks to help you meet your life goals through the proper management of your finances while incorporating your values in the planning process.

Life goals can include buying a home, saving for a child's education, planning for retirement, addressing long-term health care concerns, dealing with special needs situations in a family, or planning the transition of your estate to the people and causes that are dear to you.

As part of the process, we help you understand where you are now, what you may need in the future, and what you must
potentially do to reach your goals. The process involves gathering relevant financial information, setting and clarifying life goals, examining your current financial status, and coming up with strategies to help achieve your goals.

The planning process may touch on many areas including budgeting, saving, taxes, investments, insurance, retirement, and estate planning.

Like investing, financial planning is a dynamic process. Your financial goals may change over the years due to changes in your life or circumstances. Life events such as inheritance, marriage, divorce, or a change of job status can all have a significant effect on your financial planning strategy.

It is important to revisit your financial plan as time goes by to reflect the changes in your life so that you can stay on track with your long-term goals.