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.
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:
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