Financial Planning

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:

      • Goal setting
      • Spending/Happiness planning/Cash Management
      • Retirement planning
      • Investment planning
      • Benefits decision-making
      • Insurance and risk management planning
      • Tax 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

Say Hi, Let’s Work Together