Your Financial Blueprint

You would never build a home without a detailed blueprint. So, why would you ever make a meaningful financial decision without a written plan? That’s where our financial blueprinting process comes in. It’s the living, breathing document that looks at all areas of your financial life. It will be the hub from which you can make informed financial decisions over your lifetime and vital course corrections when major life change occurs. We focus on 5 areas:

Future Goals + Objectives

It all starts with a plan. We begin with honest conversations about your experiences with money, your short and long term goals, and what’s currently in place. Our process will help you uncover your true priorities and develop a clear action plan for taking your next steps.
From there ongoing meetings, calls, and emails will make sure that we are monitoring any changes and implementing your plan in the most efficient manner possible. We aim to take the stress out of managing all of this on your own. View the video below for more information on an overview of our Personal Wealth Plans.

Income + Expenses

Most households will have millions of dollars pass through their hands over their lifetime. A personalized plan will help you maximize every dollar that that you earn. This can include monthly budgeting, systematic savings, debt reduction strategies, and much more.

We’ll help you account for incoming money and make sure that we prioritize what’s important and clarify

Investment Management

NO proprietary products. NO sales quotas. NO hidden agendas. As independent advisors we can provide truly objective advice on how to properly invest your money. Before we ever recommend an investment, we get to know you, your tolerance for risk and your unique goals.

Retirement + College Planning

From 401ks and IRA’s to 529s, Deferred Comps and 403bs - we make sense of the complicated and give you a plain english explanation of your options. We’ll make sure you take advantage of the appropriate accounts and maximize your current situation.

Insurance + Estate Planning

Even the best laid plans need to have a safety net. It’s not always easy to discuss, but protecting your family with adequate insurance and passing on your wealth with an estate plan is vital to a proper financial plan.

What We Do

Contact Us Today to Learn More

Interested in working with Brandon? Give us a call today. The first meeting is no cost- just an honest conversation about your experiences with money, your short and long term goals, and what’s currently in place.

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