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Concierge Planning

Concierge Planning:


We provide our clients with a Concierge Planning experience.  Our job is to find out what is most important to you. We are not just talking about your finances! 

We feel that the better we know you and the better relationship we have with you allows us to do a better job for you.  Rather than dictating a plan to you or offering you a product, we want to build a strategy with you that is yours!

Our Concierge Services include:

  • Tailored conversations about you and what you want
  • Coordinating with other professionals in your world (Estate planners, auto/home insurance, work benefits, CPA’s and family members)
  • Your very own Living Balance Sheet® Website
  • Quarterly, semiannually, or annual check ins
  • Personal Cash Flow Analysis
  • Special Client Only Events (And not just about finances!)