Our Approach: Plan, Grow, Share, Thrive

PLAN

How are you navigating your retirement, or the years leading up to it?

Are you dealing with a mortgage, tuition, job uncertainty, or healthcare issues?

Are you pondering a career change or preparing for a big transition?

Have you experienced a recent loss, ended or begun a relationship, or added a new member to your family?

Are you a parent, grandparent, or caregiver?

Do you dream of making a difference in others’ lives or want to find ways to give back to your community?

If you had ample time, money, and security, how would you choose to spend your days?

What would you like to leave behind as your legacy in this world?

-Warren Buffett

What are your goals, priorities, and motivations in life? When do you see yourself accomplishing these things? Once you are focused on your priorities and timeline, it becomes easier to remain motivated, organized, and proactive.
Do you worry about outliving your retirement savings? Do normal stock market downturns make you anxious? The more we understand the psychology behind where you're coming from, the better we can help you focus on your priorities, understand your tolerance for risk, and balance them against your needs and lifestyle.

What changes or difficulties are you facing right now? As long as your goals are grounded in realistic and measurable action items, we help keep you on track during times of disruption and transition.
Is your financial situation becoming more complex? Leading up to retirement, we may invite you to transition from the Basic to Comprehensive platform in order to provide more robust coordination between fixed income sources, portfolio risk levels, health considerations, and estate planning strategies.

What, if anything, would you like to share with others, give away, or leave behind after you die? Depending on your situation, it’s important to periodically review your beneficiary designations, trust and legal documents, and insurance coverage.
Have you learned something interesting from our website or discussions that you’d like to share with others? Thank you for referring potential clients in our areas of expertise: pre-retirees, new retirees, established professionals, and widows.

Have you ever felt so focused during an activity that you didn't notice time passing, also known as being in a “flow state"? Think about making small shifts in work tasks, home life, hobbies, or social interactions to allow for increased feelings of fulfillment and value alignment.
What does “thrive” mean to you? While financial organization is important, it’s not the ultimate goal of life. We want our clients to use our techniques and discussions to find inspiration; to gain the ability to navigate through difficult times of change, stagnation, or loss with strength and grace.

Put your knowledge to the test: please visit our resource center here!