Comprehensive Plan
We'll review your current financial picture and develop a financial plan review, at no charge or obligation.
Plan Implementation
We can manage and assist with all aspects of putting your financial plan into action.
This is an ongoing relationship with annual meetings and access to an advisor.
Decision Guidance
Considering a home purchase, or want advice on a major financial move? We can help.
We'll meet and talk through your decision, and give you personalized advice tailored solely to your needs.
How We Can Help
Step 01: The Financial Plan
We'll talk through your goals, review your accounts, and develop a comprehensive plan. This is usually 2 - 3 meetings.
Step 02: Plan Into Action!
For us, this is even more important than the plan. Without action, it's a piece of paper.
We work with you (and behind the scenes) to make moves, coordinate with other professionals, and take care of the details that might get lost.
Our priority is delivering on the plan so we can help you achieve your goals.
Step 03: Your Accountability Partner
We're called "CoPlanning" for a reason! We work with you longterm to keep your plan on track, and be available anytime you have a question or a changing situation.
You can count on your advisor to watch deadlines and make moves, so you won't have to.
How It Works
Topics of Expertise
Investment Guidance
Saving on Taxes
Achieving Financial Independence
Estate Planning
Why Choose a CoPlanner?
As a boutique firm, we are selective about clients. Why? Because we never want you to feel rushed. Your CoPlanner will be responsive and available throughout the partnership.
High Attention
Straightforward, honest advice, tailored to you.
You can trust that we'll be giving you clear and honest advice. We're a fee-only firm, meaning we have no other agenda other than your agenda, so every recommendation is specific to your situation.
We're creative.
Planning is not a one-size-fits-all. Your story and goals are unique to you, and our priority is finding the best possible way to get there. We'll get creative to make a plan as dynamic as you!
