How We Help You with Financial Planning
We see financial planning as a continuous part of your daily activities that brings purpose and hope to your big moments as well the small ones. Here are some of the areas we help with:
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Experience A 3-Step Personal Plan Process
Over the years, our team has been fortunate to be entrusted by our clients with their fascinating stories about how they envision a purposeful life. These stories coupled with our curiosity and passion inspire the creative thinking we bring to your planning.
We bridge the art of getting to know people with the science of analyzing financial information to find your true starting point. Your smaller money questions are just as important as the bigger ones as every detail counts for us and helps us to deliver an impactful assessment.
Complex financial decisions are then distilled into a clear roadmap plan that shows you where you are, where you are going, and how you will get to where you want to be. The plan is integrated and “alive” meaning it can go into effect as soon as needed and is evolving in real time.
Once the plan is mutually approved, we get to work, track and monitor and most importantly, stay in constant contact. Our cash-flow first approach a cornerstone to our planning because it ensures that we have empowered you with a realistic plan that captures your essence financially and personally.
Meet Our Founder, Rick Bell
We’re here to serve clients as a fiduciary, and to manage and oversee all the client’s assets—without the boundaries of an overriding organization trying to limit clients to asset minimums. This allows us to color outside the lines, so to speak, and be more creative with our planning.”
Discover our Unique Fee Model
Our relationships with our clients are unique and our pricing structure reflects the importance of our relationship-driven model. This structure allows for unbiased decision-making and an open line of communication so you don’t have to be concerned about the cost of advice.