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What We Do

Financial Planning

Financial planning is something that everyone does, whether they are doing so intentionally or not. In its most basic operation, financial planning is applying your limited cash flow to an unlimited number of options.

We know it sounds daunting, but having a plan is absolutely necessary if you’re trying to move toward a goal. 

Before we move on, we should make a clarification. We’ve used the words “plan” and “goal”, so you may be feeling anxious and thinking about a mostly useless large binder with charts, statistics, and ratios. We’re talking about real financial planning: purposeful, concise, practical, and, most importantly, a continuous process. 

Below are details of this “real financial planning” as well as the topics that are covered. Follow the links to take a deeper dive into each or schedule a meeting if you’re ready. 

Our process for real financial planning is called the Purposeful Wealth Experience™. It is a continuous four-step process that is unique in how we provide clarity and practical insight that allows you to make the best decision despite the uncertainty of the future. 

The topics that are covered in the Purposeful Wealth Experience™ include:


Cash Flow Planning

Estate Planning

Charitable Gift Planning

Retirement Planning

Debt Management

Risk Management

Education Planning

Tax Planning