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The Intentional Planning System

We’ve created the Intentional Planning System

Designed to be elegantly simple, the Intentional Planning System grounds your financial planning in what’s most important in your life, and catalyzes the actions necessary to help ensure the plans you conceive will be achieved.

1YP

The system creates an annual rhythm that is perpetual through the One-Year Plan.

Through the Intentional Planning System, we cover a comprehensive spectrum of wealth management topics in the order in which they are a priority. Virtually every plan will cover five common areas:

  1. Investing
  2. Retirement
  3. Estate
  4. Tax
  5. Insurance

Because every individual and household are unique, so is the planning. Other areas in which we have specializations are as follows, among others:

  • Small business ownership
  • Philanthropy and charitable giving
  • Divorce planning
  • Special needs planning
  • Planning for widows and widowers
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In our FLiP weekly email you will find tips on Financial LIFE Planning, a Quote O’ the Week, and our Weekly Market Update.

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We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

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