Holistic Financial Planning
Putting it all together
Our Holistic Financial Planning service combines all three services into one, providing clients with a comprehensive approach to all their financial goals and desires.
First, we assess your current financial health with Financial Pulse.
Second, we develop your personalized Financial Roadmap through a carefully crafted process to understand both your views toward money and the financial goals you are striving to achieve.
Third, you'll have unlimited and direct access to your CFP® professional, your guide, to strategize and recommend timely adjustments so that you can stay on track and achieve your long-term financial desires.
Please Note: We limit the number of Holistic Financial Planning clients we take on to ensure we engage deeply with our clients and their families.
We adopt and follow a 7-step Financial Planning Process, which is aligned with CFP Board's 7-Step Financial Planning Process:
Information Gathering Meeting (90-120 min)
Recommendations & Next Steps Meeting
Review & Updates
We've designed Holistic Financial Planning to be accessible, affordable, and simple to understand.
"Get organized and set a course for your financial future"
Net Worth Statement
Anytime Access to CFP® Professional
"A comprehensive approach to fully evaluate and prioritize your finances"
Cash Flow Planning
"What If" Scenarios
Multiple Goal Analysis
Risk & Insurance Analysis
Roth Conversion Review
Equity Compensation Analysis
Social Security & Medicare Analysis
"Take control of your financials and build your legacy"
Wealth Transfer Scenarios
Family Financial Education
Income Tax Planning
* If your plan requires more time than expected, you will be billed accordingly at $350/hr.
View our complete Fee Schedule
Ready? Let's do this Together
Schedule a 30-min introductory meeting