"I wake up every day excited about the concept of having a financial plan!!" said no one—EVER.
And who can blame you? Financial planning sounds about exciting as doing your taxes or showing up for some annual medical exam. We, however, believe it can be fun. Why? Because it can show you how to get where you want to go. Not sure about where you want to go? We can help with that, too. Saving for savings sake is good, but saving with a goal can be exciting and draw you into a more meaningful relationship with your money.
We take a values-based approach to goal setting, which is much more fun than cash flow analysis. Meaningful goals make for meaningful conversation, which leads to meaningful planning. And planning that makes sense…gets done.