Intentional Financial Planning

Holistic Financial Planning, Consistently

 

What is Intentional Financial Planning?

Intentional Financial Planning is the proprietary process we’ve developed as a response to the reality that most of our clients do not seek out a one-time solution to very broad subject areas. Rather, they initially seek financial advice because they have come to realize that having an advisor to help them navigate very specific needs may be necessary, only to find out that need is directly affected by other areas of their financial situation.

Intentional Financial Planning is meant to address exactly this. Our comprehensive financial planning process is designed to help you address the needs that caused you to seek out financial guidance in the first place, while also considering the other areas of your financial life that may affect those decisions.

Rather than treating financial planning as a one-time event, we use an ongoing process to revisit the areas that matter most as your circumstances, priorities, and opportunities change.

 

 THE FINANCIAL PLANNING PROCESS

The CFP Board’s financial planning process provides a framework for helping clients identify goals, understand their financial situation, develop appropriate recommendations, implement decisions, and monitor progress over time. Intentional Financial Planning is designed to build on that framework by creating an ongoing process for reviewing the areas of your financial life that matter most.

  • Understanding the Client’s Personal and Financial Circumstances

  • Identifying and Selecting Goals

  • Analyzing the Client’s Current Course of Action and Potential Alternatives

  • Developing Financial Planning Recommendations

  • Presenting the Financial Planning Recommendations

  • Implementing the Financial Planning Recommendations

  • Monitoring Progress and Updating

Comprehensive financial planning brings together the major areas of your financial life, including:

 
 

What to Expect During an Initial Complimentary Consultation

Our initial meeting will be primarily fact-finding in nature. We encourage you to bring your most recent statements and any questions you have for us. We will focus on your current and future financial concerns as well as your expectations for working together. Once we have had a chance to understand how we can help you, we will walk you through the services that we offer and answer any questions you may have.