How We Work

We don’t just create a financial planning document, we help clients discover and define what it is they’re working toward, and design a way for them to obtain it. The services we provide are personalized for each client.

Typical services include the following:

  • Independent and objective recommendations
  • Budgeting and cash flow strategy
  • Financial strategies for dentists
  • Liabilities and debt management
  • Tax conscious planning
  • Education funding plans
  • Insurance assessment
  • 401k / DB plan facilitation
  • Retirement scenarios, forecasts, distribution strategies
  • Social Security analysis and planning
  • Trust, estate and gifting analysis
  • Transition consideration
  • Goal discovery and development
  • Annual consults and quarterly calls

Our mission is to ensure that all your financial “moving parts” are working together toward the achievement of your personal and professional financial goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (913) 948-9694