Beyond Financial Planning
We give you your time back, so you can enjoy a fulfilling life
Your happiness is central to all that we do, we go beyond financial planning
Here’s where we start:
How do we help you determine your goals and what makes you happy?
- We work with psychologists to train our advisors and staff so that we understand the questions to ask to get to the heart of what truly makes you happy, so that we can align your financial and life goals with your happiness
- Your personal goals, career decisions, relationship with money and family legacy all impact your life, and we take each factor into account when creating your financial plan
- Once you retire, our Spend and Replenish process gives you peace of mind by understanding how your money will continue to pay you during your retirement years – so you can focus on what brings you happiness each day
We’re a comprehensive financial planning firm with financial planners and advisors, investment officers, a client experience team, office administrators, a CEO, a CIO, and numerous back office team members here to make your experience excellent.
We offer comprehensive financial planning, focusing on your goals that bring you happiness in your life. We have a Lifelong planning process and continually advise and educate you throughout our relationship. We also offer a broad network of professionals, including CPAs and attorneys, estate preparers, mortgage and insurance professionals– anyone you need to make your life easier.
We want to save you time, so that you can live your best life.
Once we understand your goals, how do we get there?
We have a two-phase planning process, phase 1 (Onboarding) and phase 2 (Integrated Planning).
The Diversified Difference
Are you ready for Lifelong Wealth?
Contact us today for a consultation.