Individual Planning Services

We provide individual planning services to clients at a variety of life stages.  Whether you are still accumulating wealth and working towards your retirement goals or are at the point of managing your wealth in retirement, we are here to help. No two clients are the same, therefore no two plans are the same. That’s the beauty of working with a fee-only financial planner. Let us create a financial plan that is customized to you and your family’s goals.

How We Can Help.

Accumulating Wealth

The Big Picture
Our planning process starts by understanding you and your financial goals. We establish a baseline of where you are today relative to these goals and work from there to customize a plan that optimizes the tools available to achieve the results you desire. 

Budget Development
Do you know how much income is coming in and where it is going? We dive deeper and focus on what your sources of income are, how your money is being spent, and how to get every dollar you earn working towards your goals.

Managing Investments
Asset management is both an art and a science. Not until we understand your goals do we bring investment management into play. We build an allocation that maximizes returns while minimizing risk. The result is a portfolio that delivers the results you expect and clarity you deserve.

Preparing for the Unforeseen
What happens if life derails our well laid-out plans? Whether you no longer have a paycheck or are unable to make financial decisions, our job is to make certain you are protected should life throw you a curve ball. We review and recommend how to improve managing the risk in your life.

Estate Planning
We make sure you have done more than merely draft documents that speak your wishes should you no longer be able to make decisions. We ensure your assets are appropriately named to facilitate the execution of your plans according to your desires. 

Lifestyle Management
Our client’s daily decisions are important to us. Whether it is advising on significant purchases, offering assistance during big life transitions, or connecting clients with trusted providers, we choose to be there for our clients when material decisions need to be made.

Schedule a Discovery meeting today. Contact us at 775.502.8484 or by email 

Managing Wealth

The Big Picture
How do you know you have saved enough to last for your lifetime? Have you taken the appropriate measures to ensure you don’t run out of money? Our wealth management planning ensures you are secure now and for the necessary future.

Income Distribution
Strategic income planning is a critical component of ensuring your funds will last for your lifetime. We help maximize your sources of income and sequence how and when to take distributions to get the most out of your dollars.

Managing Investments
Maintaining a long-term outlook and disciplined approach can be difficult as you step into and live out your retirement years. We educate and guide you through these critical years to ensure your portfolio continues to deliver the results you expect.

Estate and Legacy Planning
In your retirement years we focus on understanding the legacy you would like to leave. Whether it is how to most efficiently transfer wealth or supporting your philanthropic priorities, we work to ensure your financial wealth is in good order for the next generation and beyond. 

Preparing for the Unforeseen
As you age, so too does the likelihood that an unforeseen event can derail your plan. We identify areas of risk and work with you to implement safeguards to ensure your long-term financial goals are realized and protected.

Lifestyle Management
Our client’s daily decisions are important to us. Whether it is advising on significant purchases, offering assistance during big life transitions, or connecting clients with trusted providers, we choose to be there for our clients when material decisions need to be made. 

Schedule a Discovery meeting today. Contact us at 775.502.8484 or by email