Planning

We offer something beyond traditional financial planning: a foundation for financial health built for how life actually works. Our comprehensive financial planning begins with understanding where you are today and where you want to go, using honest math to create realistic pathways forward. We help you coordinate multiple financial tools working together as a team, recognizing that sustainable financial health comes from thoughtful coordination rather than depending on any single solution. This approach focuses on building what we call the "Portfolio For Life"—creating multiple income streams and financial resources that adapt to life's changes and let you choose your engagement level at every stage. We work alongside you to design strategies that respond to your unique circumstances and values, not rigid formulas that assume everyone's situation is the same.

Essential | Signature | Advanced

Essential Planning

  • Our Guiding Process

  • The Circle

  • Portfolio Overview

  • Cash Flow Management

  • Annual Meetings

    $3300*

Signature Planning

  • Essential Planning plus

  • Tax Strategies

  • Debt Utilization

  • Income Planning

  • Business Development

    $5500*

Advanced Planning

  • Signature Planning plus

  • Business Solutions and K-1 management

  • Trust Planning

  • Legacy and Generational Planning

    $8800*

Other Services

Managing

We manage investment assets using our own “moneyball” approach, which recognizes that most are working with real-world budgets and timeframes.

Facilitating

As financial advocates, we help you access the right combination of financial tools and resources that work best for your situation.

Teaching

We also teach our Beyond Retirement approach to businesses, congregations, and community organizations because we believe financial wellbeing flourishes in community. ions that create lasting security and peace of mind.

Our Guiding Process