In holistic financial planning, we consider every important aspect of your financial life and create a plan that enables you to achieve your goals while living according to your values.  Holistic planning is distinguished by being both comprehensive and cohesive.  Through a structured and collaborative process, we will address all major relevant financial planning topics.  In order to be effective, the plan must also be cohesive, which means that the different elements of the plan function harmoniously together to support your goals.  For example, investments and tax planning each impact the other, and are best addressed together rather than in silos. If you are planning a major transition, like a career change or retirement, we work with you to align each element of your plan with your life strategy.  

Following construction of the initial plan, we will outline action items and partner with you to implement the plan.  

Throughout the engagement, the advisor is your ongoing thought partner, acting as a hub for advice and coordinating the services of other advisors such as attorneys and accountants when appropriate.  You have access to us for questions and issues that arise between our scheduled meetings.

Like life, a plan never stops moving.  We adapt and update your plan as circumstances change.

Key Financial Planning Topics

Below are examples of financial planning topics we can address.  Each client is different, and we will tailor both the topics, and the order in which we address them, to your unique situation.