Personal Financial Plan

Start Your Personal Financial Plan.

You’ve Earned It. Preserve what you’ve built and enjoy your hard work.

Start Your Plan

Five Part Personal Financial Plan.

Simplify Your Life With Our Five Part Personal Financial Plan

Adaptable Plan

Adjust your goals and amend your plan as life changes.

Detailed Analytics

Take a deep dive into your numbers and results.

Multiple Scenarios

Understand the trade-offs for the goals you pursue.

1. Comprehensive Tax Projection

Be Proactive With Your Tax Decisions

Tax Strategy

We create a 5-year tax projection analyzing your current and future tax liabilities. Understand which accounts to use and how your goals affect your taxes.

2. Insightful Cash Flow Statement

Understand Where Your Money Is Going

Cash Flow Statement

We help analyze how your spending and savings decisions impact your personal goals. Understand how changes such as starting a family or buying a home affect your cash flow.

3. Realistic Goal Tracking

Gain Insights Into What It Takes To Reach Your Goals

Personal Goals

In each personal financial plan, we help identify what matters most to you. Create a roadmap on how to reach your goals and measure progress.

4. Investment Advice

Align Your Investments With Your Goals

Investment Management

How We Invest

We believe your investment portfolios should align with the timing of yout goals. Longer term goals should be invested aggressively while shorter term goals should focus on income and preservation.

5. Protect your Hard Work

Understand Where You Are Most Vulnerable

Risk Management

Plan for the unplanned. We identify the risks embedded in your personal financial plan and outline a course of action to obtain insurance, self insure, or create legal documents.

Personal Financial Plan FAQ’s.

Each of the five personal financial plan areas can be tailored to your specific situation. Learn more about how the plan works.

No! We are not CPA’s or tax preparer’s. However, we have a network of CPA’s we work with and can make an introduction. We also work very closely with either yourself if you self prepare or your existing CPA on tax strategies and projections.
Yes! We can hep advise on the logistics of utilizing the backdoor Roth IRA strategy. Or if you decide to use Charles Schwab as your custodian, we can take care of it for you.
No. Our cash flow statement is an annual summary of your expenses. We recommend using third party software designed for budgeting to track your monthly expenses.
We can hep with that! Often retirement is much more than targeting a specific dollar amount in net worth. However we understand the simplicity in working towards a target. Ultimately we can provide a specific number to aim for.
We implement a core and satellite investment strategy. We believe in low cost, long term passive investments as your “core” holdings. We surround your core position with specific satellite positions designed to enhance returns or provide more defense.
No, we provide strategies and guidance when it comes to estate planning, however we do not prepare any legal documents. We do have a network of Attorney's we can refer you to.
We provide you with an electronic worksheet to upload all the relevant documents we need. From a high level, we will need copies of your tax returns, pay stubs, investment statements, estate planning documents, mortgage statements, and any budget information you can provide.