We have reverse engineered the process to help families like yours. We’ll start by figuring out how to pay for college without robbing your retirement, and support your plan with a smart investment strategy.
Our process – equal parts financial therapy and financial planning – eliminates the stress and anxiety surrounding college funding.
We don’t have silver bullets. We don’t offer magic formulas. We just act as your guide and provide you with a personalized plan that will show you exactly how to pay for all four years of college down to the penny.
We will help you approach financial and retirement planning in three simple steps:
Step 1: Get Organized. We’ve deployed the best systems and technology we could find, so getting your financial life together is easy.
Step 2: Get a Plan. A thoughtful financial plan means having day-to-day peace of mind and true confidence that lifetime goals, like retirement and college, will be funded as expected.
Step 3: Get Ahead. Financial planning is not a one-time event. It is an ever-evolving process that requires constant monitoring and adjusting along the way in order to ensure success.
Money is just a tool to help you live the life you want. Our process brings meaning to your money.
Once we understand what is important to you, we will help you understand how to invest your dollars in a way that lines up with your goals and values.
We’ll accomplish this through a series of four meetings:
- Discuss your goals & values
- Identify your opportunities & weaknesses
- Explore working with our advisory practice
- Collect your Financial Inventory
- Set up your Personal Financial Website
- Assess your financial experience
GET A PLAN
- Establish measurable financial goals
- Build your financial plan together
- Finalize saving strategies