Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. No matter where you are in life, financial decisions abound.
And when you're busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.
And when you're busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.
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You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home. Maybe you're unsure how to build wealth while educating your children and starting a business. Perhaps you're struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.
Your goals and values are the foundation on which your personal financial plan is built. Everything else is coordinated so that you can achieve your goals while remaining true to your values.
Determining how much insurance coverage you need, what risks you can afford to self-insure, where you should buy your insurance, how much you should pay for it, and understanding and maximizing your employee benefit package are vitally important to your financial security.Estate planning goes well beyond making a will.
Determining how much insurance coverage you need, what risks you can afford to self-insure, where you should buy your insurance, how much you should pay for it, and understanding and maximizing your employee benefit package are vitally important to your financial security.Estate planning goes well beyond making a will.
Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive financial planning recommendations. Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life.
Taxes and investments are key components of your personal financial plan, but peace of mind comes from attention to all aspects of your financial life. You end up with several pieces of your personal financial plan in place, but each was developed independently by a different person at a differing time in your life.
Do I buy individual stocks, mutual funds, ETFs, Treasuries, commodities, gold, or just leave my money in my savings account?. Which investments should I hold in my retirement accounts instead of my brokerage accounts?. Our professional investment advice is fully integrated with your comprehensive financial plan, giving you the security and confidence that you have the best investment strategy for meeting your goals.
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Kenneth Hill
Nov 20, 2017
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