Wealth Planning

Wealth planning is a project-based engagement where we work together to build a financial plan to make the most of the money that you have, in alignment with your values.

This is both an educational and actionable experience that is tailor-made for you, your values, and your goals — even if you don’t yet know what they are.

We might be a perfect fit if: 

• You want to explore and clarify your values as a way to make aligned financial choices.
• You’d love a framework to make conscious choices around spending, saving, investing, and giving.
• You want to develop financial goals and create a plan to reach those goals.
• You’d like to develop shared financial goals with your significant other, and/or clarify your family values for your family and the next generation.
• You want to understand investing and your options.
• You want to learn how to build a team of trusted financial professionals — CPA, estate planning attorney, insurance professional, etc.

Finally, you believe wealth is more than money, and are interested in using your resources to improve your life, your family and community. 

We can’t wait to connect with you and explore what’s possible in your financial life.

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