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Financial Planning

How Much Money Means You Don’t Have to Worry?

If you’ve never had a healthy relationship with money, you may be limited to relating to money in one of two ways: never enough or unattainable. When we are ineffectual with our money, increasing it does not suddenly bring forth the wisdom to manage it. So when you’re asked how much money means you don’t have to worry? Your first response might not be a dollar amount but instead other questions or objections at the idea that there is such an amount. Yet when you are asked ‘What does your life look like without Worry?’ your mind immediately fills with images, a montage of your best vacation, a peaceful morning or relaxing by the beach. Both questions can start a conversation about money and planning and yet both can bring up very different experiences to reference.

Our Planning Process, The Life Dreams Wealth Experience, simplifies the purpose and necessity of planning by building on a foundation of something you can understand and connect with right away. We start with Listening to ‘where you are,’ leading you through Envisioning ‘where you want to be’ and coach you through the steps you can take to start Experiencing the Life of your Dreams. Together, we'll map out a course, Empowering you with knowledge and the wisdom of how and when to make the moves that can help you start Experiencing the life you've always dreamed of. 

You set the pace, reviewing our menu of services, and we'll adjust the sails to check in as frequently as you desire, to make sure you are on course!

Accumulator Plan

Net Worth Reporting

Track Expenses

Cash Reserve Management

Cash Flow Management & Design

Debt Elimination Strategies

Student Loan Payoff Option

Basic Plan

Net Worth Reporting

Track Expenses

Cash Reserve Management

Cash Flow Management & Design

Debt Elimination Strategies

Student Loan Payoff Option

Mortgage Financing Strategies

Goal Specific Planning and Monitoring

Retirement Planning and design

Insurance Reviews:

Life / Disability / Long-Term Care

Premier Plan

Net Worth Reporting

Track Expenses

Cash Reserve Management

Cash Flow Management & Design

Debt Elimination Strategies

Student Loan Payoff Option

Mortgage Financing Strategies

Goal Specific Planning and Monitoring

Retirement Planning and design

Insurance Reviews: Life / Disability / Long-Term Care

Annual Credit Review

Review of Basic Estate Planning Documents

Strategies to Optimize Tax Efficiency

Estate and Gift Planning

Behavioral Financial Advising

Education Planning

Elite Plan

Net Worth Reporting

Track Expenses

Cash Reserve Management

Cash Flow Management & Design

Debt Elimination Strategies

Student Loan Payoff Option

Mortgage Financing Strategies

Goal Specific Planning and Monitoring

Retirement Planning and design

Insurance Reviews: Life / Disability / Long-Term Care

Annual Credit Review

Review of Basic Estate Planning Documents

Strategies to Optimize Tax Efficiency

Estate and Gift Planning

Behavioral Financial Advising

Education Planning

Small Business Consulting

Optional Annual Family or Financial Team Meeting

Up to 12 Consultation Meetings Annually