Financial Planning

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!