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Planning Philosophy and Expectations

Experience the Difference

Experience the Difference

A crucial part of our job is guiding clients with taking action, and helping them avoid making costly mistakes. 

The difference is in our process! We focus on:

  • Finding clarity by creating a personalized financial plan
  • Alleviating stress by centralizing financial information
  • Building confidence by educating you on matters that impact you most

Our philosophy centers around diversification and it's much more than pie charts and percentages, aka: asset allocation. It involves creating options for liquidity, taxes and risk management. Your life is constantly changing. We'll get you ready to adapt as needed, while having foundational protections in place. 

Our guiding planning principles are as follows:

  1. Clients deserve honesty and transparency. We operate in such a way that allows clients to know exactly what they are paying and what they can expect to receive.
  2. Financial planning is forever an ongoing endeavor. We plan for the long term and monitor progress over time.
  3. The success of any financial plan or investment program is primarily determined by a client's actions. Therefore, plainly speaking, we're here to hold your hand! We help keep you accountable as you work through your action plan.  We're also here to listen and offer a second opinion.
What you can expect from me and my team:

What you can expect from Our team:

  • We will make every effort to communicate with you in a way that's most convenient for you (with the understanding that we are a virtual practice), but also within the guidelines required of us to maintain security of your personal information and trade instructions. 
  • We respect your privacy; therefore, we treat your information as confidential. You may find our privacy policy here.
  • We offer several financial planning and asset management services, as well as products from a variety of investment firms and insurers.
  • You are encouraged to include your other professional advisors in the planning process, including your CPA and attorney.

What we in-turn expect from our clients:

  • To create a tailored strategy with the most accurate recommendations possible, we ask that you communicate with us openly and honestly.
  • We are providing services that must follow strict industry regulations and we're often working with deadlines. For this reason we must ask that clients dedicate the necessary time and attention to our work together. 
  • The decision to implement plan recommendations is ultimately your choice; however, we feel that implementation, along with annual reviews, are an essential part of staying on track.
  • Most importantly, we expect to build a mutually beneficial and long-term professional relationship. We always welcome feedback on how we can better serve you.

Diversity and Inclusion Commitment

We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.

We look forward to collaborating with you!