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Empowerment Planning

THE DEDICATED PHILOSOPHY

Your Values | Your Vision | Your Plan

Financial planning with your principles in mind.

At the core of what we do as financial planners is help people. Nearly every facet of life has a financial component to consider. Because of that fact, it is our belief that everyone can benefit from completing and implementing a comprehensive financial plan.

We believe in building trust with our clients. Our process begins with a discovery meeting where we learn about your needs, wants, fears, and ambitions. We will help you identify the values you want to guide your financial decisions. Together, we will discuss and outline your goals and priorities to capture the vision you have of your financial future.

We believe advice is more important than products. Our job is to build a roadmap of creative strategies guided by your values to realize your vision. Our goal is to offer thoughtful, creative advice so you are presented solutions rather than being sold something. We want our clients to achieve their goals and reduce or remove the intimidating aspects of money management.

We believe in serving our client’s best interest. Our fee-based financial planning is designed for you to receive objective advice without the pressure of product sales. We want you to know what your financial services cost. Being compensated for our time and expertise is mutually beneficial for us and our clients. The financial landscape is always changing, and products will come and go. Our value is not derived from products, but, rather, the strategies we build around your values and vision.

Highlights

  • Every client needs a clear financial roadmap.
  • Your values and vision will be our guide.
  • Objective advice is more valuable than products.
  • Total fee transparency builds trust and confidence.

That is Empowerment Planning.

Establish

Our initial level of Empowerment Planning is built to guide working families toward financial independence. You may just be getting started but you want to build a strong financial foundation and we are here to help with strategies tailored to your needs and goals.

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Empower

Our second level of Empowerment Planning is specifically designed for those approaching retirement. You have worked hard, built your savings, and now it is time to map out your transition to the retirement you have envisioned. Years of experience have prepared us to guide you through your life transitions.

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Enhance

Our purpose is to enhance your quality of life by reducing stress and adding peace of mind. The Enhance level of Empowerment Planning is designed for that purpose. We will be your financial concierge and coordinate with your legal and financial professionals to help you realize your goals. 

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Establish

Establish

  • Semi-annual Reviews
  • Cash Flow & Budget Review
  • Net Worth Analysis & Tracking
  • Goals & Objectives Review
  • Risk Analysis
  • Portfolio Management
  • Social Security Optimization
  • Beneficiary Review
  • Advice on Outside Assets 
  • Performance Reporting
  • Client Portal/Online Vault
  • Consolidated Account Access
Empower

Empower

  • Quarterly Reviews
  • Cash Flow & Budget Review
  • Net Worth Analysis & Tracking
  • Goals Planning & Monitoring
  • Risk Analysis
  • Portfolio Management
  • Pension & Social Security Optimization
  • Beneficiary Review
  • Advice on Outside Assets 
  • Performance Reporting
  • Client Portal/Online Vault
  • Consolidated Account Access
  • Retirement Planning
  • Education Planning
  • Tax Planning
  • Long-Term Care Planning
  • IRA Required Minimum Distributions
Enhance

Enhance

  • Quarterly Reviews Or More As Needed
  • Cash Flow & Budget Review
  • Net Worth Analysis & Tracking
  • Goals Planning & Monitoring
  • Risk Analysis
  • Portfolio Management
  • Pension & Social Security Optimization
  • Beneficiary Review
  • Advice on Outside Assets 
  • Performance Reporting
  • Client Portal/Online Vault
  • Consolidated Account Access
  • Retirement Planning
  • Education Planning
  • Tax Planning
  • Long-Term Care Planning
  • IRA Required Minimum Distributions
  • Full Financial Concierge
  • Coordinate with CPA, Attorney, etc.
  • Charity & Gift Strategies
  • Legacy Planning

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