Once we have completed your financial plan, we now have a “To Do” list, if you will, of next steps to take to get in action with your financial plan. The action items coming out of your financial planning may include setting up a separate savings account, increasing your 401(K) contributions, diversifying your investments or buying more life insurance. We want to partner with you on carrying out your plan and provide the financial solutions you need to implement your financial plan.
We may determine you do not need a financial plan, but still need some solutions to the plan you already have in place.
Our financial solutions include:
- Investment Management
- Values-Based Investments
- The ability to screen out companies and industries that do not align with your values.
- Including life, disability, health and long term care insurance
- Products such as variable and fixed annuities
- Employee Benefits and Retirement Plans
- On-line Banking
Our goal is always making sure you completely understand the benefits, risks and costs of all your options. Education is an important component of our financial planning, coaching and financial solutions services.