We offer an approach that is unlike the average financial planner
When thinking about the key element of the work we do with clients, making informed and thoughtful decisions is certainly at the top of the list. To help our clients make these important decisions we have created what our team refers to as the "Living Well Decision Model." This model takes into account traditional factors like goals, mindset and environment while blending with more nuanced components which include time of day, common biases and whether or not you are hungry or tired. We look forward to sharing the approach in helping you make your next important decision.
Our Behavioral Financial Planning Outlook is unique
Our financial planning process is designed for clients who value a holistic approach at their life. During this process you will engage in the traditional components of a financial plan including goal setting, decision making and saving and investing behavior. Additionally, we create a process that encourages the development of scenarios and allows one to see the impact of key decisions and how they will play out many years into the future. This process is designed around improving results and always being mindful of ways to ensure one is financially, physically and mentally healthy.
The client who benefits most is excited and driven by transforming from thinking to knowing while improving decision making through a collaborative approach. If this sound like you, schedule a time to learn more.
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