Families

In 1995, my wife and I made the decision to work towards the goal of being in a financial position that would allow both of us to spend quality time with our children and do work that we were passionate about. With a good plan that we executed carefully, we accomplished this goal.

We are passionate about working with families to create your Ensemble Plan™ which may set you on the path to financial freedom. This is an ideal process for families who want to:

• Consciously align your financial choices with your values and priorities
  
• Create a plan to save for college, retirement and other financial goals
  
• Get clear about what it will take to work towards these financial goals
  
• Make smart decisions about health and life insurance plans
  
• Teach your children strong financial habits through example and dialogue
  

While the Ensemble Plan™ process is fit to your specific needs, you can expect it to look something like this:

1. Get to know you meeting. We will discuss your goals and needs and answer any questions that you have at this meeting. If you decide that this is a good fit for you, we will begin the fact finding process.

2. Preliminary Plan. At the second meeting we will present to you a preliminary plan that will give you an overview of your Ensemble Plan™. At this meeting the plan will be adjusted and revised to your specifications. There is no obligation until this point.

3. Final Plan. If you decide to move forward with your Ensemble Plan™, the final plan will be presented at the 3rd meeting and the implementation process will begin.

4. Advisory Services. We will work with you to keep your Ensemble Plan™ on track and make adjustments as needed.