Plan Well

PLANNING WELL ISN'T JUST ACCUMULATING ASSETS

Planning Well involves collaborating and organizing otherwise disparate components into a well-defined, easy to understand plan. Here's some of what's included in ours:

  • Goal development

    Just like a pilot creates a flight plan before departure, we start with the end in mind and help you create specific, measurable goals. We monitor progress toward your goals and help you make adjustments along the way.

  • cash flow analysis & planning

    We take a look at how much money is coming in, how much is going out, and where it goes. Then, we'll suggest enhancements that will improve your potential for financial success. 

  • tax planning

    Nothing is certain, except for death and taxes. We can't help with the former, but we probably can with the latter. We'll work with your CPA (and you can work with ours) to help mitigate taxes and improve your overall financial health.

  • risk transfer analysis

    Some risks are better transferred to an insurance company. We help make sense of the nature of risk, and will suggest which risks are better to be transferred. Importantly, we're not insurance salesmen. You'll find our approach refreshing as we help you choose the best options for you.

  • wealth transfer planning

    You can't take it with you, but you can maximize the impact that wealth has on future generations. We guide you through the process and involve your estate planning attorney to make sure the plan is tightly integrated. 

  • Education planning

    College is expensive. We'll help you understand how much to save, and where to save it, so that you can maximize the available capital.