Values Based Financial Planning

We often let money guide our values instead of the other way around. However, it's possible to employ a values- based financial plan that serves both your financial interests and the core values that guide you.

A VALUES-BASED PLAN

A well-crafted plan should contain an accurate summary of the current state of your finances, your financial goals, and the strategies that provide the path to pursue these goals. Values-based financial planning goes a step further. Instead of seeking the growth of your wealth simply to become wealthier, values-based financial planning uses your values to strategize how your wealth is utilized to ensure it speaks powerfully to the things you believe in most.

OUR FINANCIAL PLANNING SERVICES PROCESS

We follow a straight-forward process to help you aim to accomplish your financial goals

1. Organize your finances and understand the current state of things.
2. Develop and define your goals and values.
3. Craft a plan that creates a clear path from your current financial state to your goals by following your values.
4. Continually review and revise your plan to ensure we’re making progress. As part of our process, we’ll coordinate with our professional network of estate planners, tax advisors, and insurance and Medicare consultants to make sure we’re all aligned.

MEET WITH A FINANCIAL ADVISOR

We offer financial consulting and planning services that can help you pursue your goals. Reach out to us today so we can set up an appointment and begin developing your financial plan.