Financial Planning

Planning that fits your life

We design personalized financial plans that give you clarity and direction. Our CFP® professionals take the time to understand your goals, values, and priorities, and then build a plan that helps you make confident decisions about your money both now and in the future.

Please take our quiz to help you determine if you need financial planning guidance.

What’s included in your financial plan

• Goal setting and cash flow analysis
• Retirement, investment, and estate projections
• Tax-aware saving and withdrawal strategies
• Risk management and insurance reviews
• Collaboration with your CPA, attorney, and other advisors

Download our financial planning brochure below.

Discover how thoughtful financial planning can bring clarity and confidence to every decision you make.

Our approach to financial planning

We offer financial planning on a transparent, hourly basis with no investment minimums or asset requirements. Our process follows the CFP® Board’s framework: we get to know you, analyze your situation, develop a plan, and revisit it regularly to make sure it stays on track. Using eMoney’s planning software, we help you see your full financial picture in one place and keep it updated as life changes.