Financial Planning

A roadmap for your finances

Providing you the tools, resources, and education to understand and thrive with your financial portfolio.

A dynamic plan will help you see your situation from a new perspective, bringing your goals closer to reality!

Financial Snapshot

A consolidated overview of your full financial life to capture all aspects of your income, expenses, and goals today and project for the future.

Some of the topics addressed when developing your financial plan may include:

  • Establish your budget and cashflow map

  • Bringing definition to your personal and financial goals

  • Consolidating your accounts

  • Building a plan to get out of debt

  • Investment advice and management

  • Tax planning

  • Equity Compensation planning

  • Small business planning

  • Reviewing your insurances and employee benefits

  • Estate planning

Your Executive summary! Key financial planning charts and notes on a single page!

Key Plan Components

Cashflow mapping

Easily visualize where your cash is coming and going for each year within your plan. Better capturing your full inflow and outflow picture to help you budget better with transaction categorization and tracking!

Consolidating your accounts

Bring together your bank accounts, credit cards, and investment accounts all in one place. This offers you a singular view into your entire financial situation without having to run all over the internet.

Evaluating your insurance needs

Helping you protect what matters in the event of situations such as disability or death. We’ll evaluate your needs in different situations and identify ways to protect your plan.

Debt management

If you’re carrying relatively more debt than you should, a strategy to get it paid off and moving your forward is critical. We’ll establish a plan that fits your lifestyle and your goals.

We have a unique student loan module to illustrate different scenarios so you can reduce payments or get through it faster.

Tax-efficient strategies

Easily showing you how to save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way you’ll truly understand.

Learn more about our other tool, Holistiplan, used exclusively for advanced income scenarios on our Tax Planning page.

Estate Planning

Learn the flow of assets at the end of life, including any possible estate tax ramifications. Replace your anxiety with the peace of mind, knowing your assets are in order.

We’ll assist while you develop new estate documents and if applicable, discuss the efficiency and viability of establishing trust(s).

Stay Organized

A brief overview of the financial planning tool, RightCapital (39 seconds).