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Life Planning

We believe money is only a tool. It has no intrinsic power and no meaning on its own. If someone gave you a gold brick today, leaving it in your bottom drawer or safe would change nothing. But money brings happiness and meaning to your life if used wisely and maximized through good financial life planning. We bring more of "you" into financial life planning. Our process is built into everything we do to help our clients understand that the "why" of their actions is just as important as the "how much" and "what" parts.

What Is Financial Life Planning?

Financial life planning involves helping you realize your goals and dreams. It starts with a process of understanding what is important to you. We help frame and put time, quantity and quality dimensions to what is truly meaningful in your life. We will work with you in managing your life's resources to help put your dreams on track and become a reality!
Guided by our designation as a Registered Life Planner® by the Kinder Institute of Life Planning, we apply experience and structure to help you think about why you make certain conscious or unconscious choices about the accumulation and/or expenditure of your valuable and limited life resources:

  1. Time
  2. Money
  3. Energy
  4. Relationships
  5. Talents

 As Albert Einstein said:

Not everything that counts can be counted — and not everything that can be counted, counts.

In this process, we explore the importance of what can be counted as well as those aspects of life — like joy, happiness and fulfillment — that cannot be counted.


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