Financial Life Planning

Life planning is a process of…

  1. helping people focus on the true values and motivations in their lives;
  2. determining the goals and objectives they have as they see their lives develop; and,
  3. using these values, motivations, goals, and objectives to  guide the planning process and provide a framework for making choices and decisions in life that have financial and non-financial implications or consequences.

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. It enables us to make the most appropriate financial recommendations and to integrate them with your values and life goals.

We will start by helping you get a clear picture of your values, priorities, circumstances, and aspirations. Then guide you in defining and designing your unique version of a fulfilling, satisfying life. In doing so, we will also help you understand the habits and attitudes that will facilitate your financial and life goals and support successful life transitions. 

In addition to traditional discussions where we talk about your assets and net worth, we will ask you, “What will bring meaning and purpose to your financial life?” If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mindset of “using your money to make a life” to be both liberating and compelling.