Clients tell us our planning approach is unlike anything they’ve experienced before.
Some consider it revolutionary. Even radical. We believe it’s the only way to serve you best.
Our planning approach is wildly unique. Designed for you and your family, our planning incorporates all facets of your life. Our team delivers three distinctive plans which beautifully work together as one Undivided Plan.
We build your Undivided Plan from your investment plan, financial plan and life plan. And, the foundation of this plan is based on What’s Most Important to You.
We believe it is our incredible responsibility to deliver value in every aspect of our clients’ lives. If our team only provided remarkable money management, we would be significantly falling short.
The intimate relationship of an advisor and client should encompass all facets of life - financial, personal and professional. Our unique three-part planning process empowers our clients to design and experience the lives they want to live.
“Now, we have a plan. And we feel as if what is important to us, matters to our team here. The feeling of insecurity is gone for us. We feel really heard and safe here.”
-Meredith M., client
Our Services
Investment Planning
Investment Goals Overview
Risk Tolerance & Time Horizon
Investment Strategies
Risk-based Asset Allocation
Diversification within Asset Classes
Public & Private Investment Selection
Monitoring & Reporting
Tax Efficiency Analysis & Rebalancing
Performance Analysis
Fee Analysis
Withdrawal Strategies
Monitoring of Outside Accounts: 401(k), etc.
Financial Planning
Budgeting / Cash Flow
Education Planning
Estate & Tax Planning
Liability Management
Risk Management
Mortgage Analysis
Insurance Planning
Charitable Giving Strategies
Donor Advised Funds
Social Security Planning
Medicare Planning
Company Plan Retirement Benefits
Business Owner Planning
Life Planning
Life Goal Planning
Legacy Planning
Family Meeting Facilitation
Multi-Generational Planning
Caring for Elderly
Personal Well-Being
Community Involvement
Career Transition Planning
Strategic Business Planning
2nd Career Planning
Leadership & Organizational Development
Life & Leadership Coaching
Life Purpose Workshops
Investment Plan + Financial Plan + Life Plan = Undivided Plan
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Investment Planning
Your investment plan is constructed by a personalized investment strategy that’s rooted in discipline & measured by a process of evaluation.
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Financial Planning
Once we know the goals for your life, career and business, a financial plan is created to determine the funding needs to achieve success.
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Life Planning
The planning we provide is deeply connected to your life transitions, family dynamics, and what’s most important to you. Explore how we implement powerful life planning.