While there are hundreds of great planning strategies, there are likely only a handful that are relevant to where you are and what you are trying to accomplish in a given season of your life. That’s why our holistic approach to planning begins by spending time asking questions about where you are financially and the types of things that are important to you. Once we have this clarity, we are able to identify and discuss the areas of planning that we specialize in that may be most valuable to what you are trying to accomplish. Once we are clear regarding the areas of planning that resonate with you, we spend time providing you the context you need to choose the best path in each of those areas. Finally we coordinate the execution and ongoing management of the agreed upon direction.