Whole Life Financial Planning takes you step-by-step, and on your schedule, through a process that secures your financial big picture. We begin by getting to know who you are and how you think. We will ask you to consider topics we know you’ve heard about, and thought about, but haven’t yet gotten around to discussing with a professional. You select the topics you would like to further explore. Some of the topics and related questions are shown below.
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.