The most frustrating part of creating a financial plan is when there is a lack of understanding and implementation. This is why we’re committed to understanding our clients' circumstances and wishes, and the crafting of individualized financial plans that are aligned with their values.
Our Financial Life Planning tools enable us to uncover our clients’ life purpose (their “why”) and identifying and changing money behaviors that impede them from moving forward. In extreme cases, we refer clients to life- or wellness coaches and financial therapists to assist with this process.
Once we have defined what our clients want in life and why it is important to them, we assist them in answering the question of “how” to align their finances in support of their goals.