Financial Planning

Navigating Finances, Together

By |2024-03-15T14:49:09-07:00March 15th, 2024|

Whether couples combine their finances, keep them separate, or use some combination of both depends on their individual preferences, values, and circumstances. Whatever path they choose, having a full picture makes it easier to engage with major financial decisions.

Student Loans As a Planning Tool

By |2024-03-01T13:59:02-08:00March 1st, 2024|

Even when you have sufficient assets to cover the cost of college, it doesn’t automatically mean that now is the best time to use them. There are still timing considerations that can significantly impact both taxes and liquidity. One strategy to consider in these scenarios is having your child take out student loans.

Powered By the Sun

By |2024-01-26T13:40:29-08:00November 17th, 2023|

Taking steps to develop independence from the power grid saves energy and money and can also bring you peace of mind. Whether you are ready to make the change to solar energy or just beginning to explore your options, we can help you understand your financial landscape and provide support as you engage with experts to assess your personal situation.

Getting Ahead of Year-End Planning

By |2023-10-27T14:11:52-07:00October 27th, 2023|

As the holiday season shifts into full swing, now is a good time to begin looking at your upcoming expenses ahead of end-of-year financial planning, along with fine-tuning your annual budget as you prepare for the coming new year.

Charitable Gifting in a Volatile World

By |2023-11-10T15:56:24-08:00October 13th, 2023|

Donor Advised Funds (DAFs) are powerful tools for charitable giving and legacy planning. They help with organizing a giving strategy, allow for potential asset growth, benefit yearly tax planning, and help mitigate gains from appreciated stock.

The Art of Legacy

By |2023-06-30T08:54:38-07:00June 27th, 2023|

Estate Planning for Families across Generations
Join us for a seminar that explores multi-generational planning for families.

Intentional Spending

By |2022-09-23T15:56:51-07:00September 23rd, 2022|

Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.

The Power of Being Known

By |2022-09-23T15:52:57-07:00August 26th, 2022|

A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.

Mindful Finance

By |2022-09-23T15:53:26-07:00July 29th, 2022|

Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.

Illuminating the Next Chapter

By |2022-07-01T09:45:06-07:00June 10th, 2022|

At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.

Planning While the World is in Flux

By |2022-01-07T14:31:38-08:00December 10th, 2021|

Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.

Giving with Intention

By |2023-05-26T10:56:46-07:00November 19th, 2021|

It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.

Your Retirement, Your Values

By |2021-06-03T10:45:51-07:00May 11th, 2021|

A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.

Donor Advised Funds

By |2023-03-07T14:04:06-08:00December 29th, 2020|

Donor Advised Funds are powerful tools for legacy planning, can also benefit tax planning, and help mitigate gains from appreciated stock.