Why We Plan

Over the years, we have asked thousands of prospective clients if they work with a financial advisor. The answer is most often, “yes.” When asked if they have a well-documented strategic financial plan, the answer was most often, “no.”
What we learned was that most of our clients had worked with a financial professional but did not have a clear strategy for how to achieve their family and financial goals. That’s where we can help.

What Really is a Financial Plan?

At a minimum, a financial plan is a strategy document that connects today, the here and now, with where you want to be in the future. We view the plan as your family’s roadmap to the future. It should be a personal and relevant document that connects what matters most to you and your family with your financial resources.