We help progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better.
Values Added focuses on meeting the needs of people who want a trusted advisor to help them as their lives evolve over time.
The Steps We’ll Go Through
We work together to:
Articulate your financial life goals and values
Develop a financial plan that will support those values, including:
Spending/Happiness planning/Cash Management
Insurance and risk management planning
Charitable giving planning (recommended but optional)
Business and Career advice (optional)
Education planning (optional)
Support with estate planning
Coordination with any other related professionals of your choosing
Develop systems to automate the plan so it’s easy to stick with
Once the plan is in place, I monitor it consistently and we meet twice a year to evaluate how the plan is progressing and revise as goals or realities change
We answer questions whenever they arise and help keep you on track with unlimited email support