Hand Crafted Plans all about you and the journey that you want to take
A modern approach
It’s essential for us that our clients get personalized advice. Rather than do things the typical way, we’ve created a system designed around our clients’ needs and busy lifestyle. Our handcrafted plans are designed around you.
Advanced Technology
Financial Planning Software allows us to run multiple complex What-If Scenarios to determine your preferred outcomes. In seconds we can tell you how a recommendation impacts retirement, income taxes, and future net worth. It’s not all always about the return. We know clients have different goals. Some focus on returns, some focus on early retirement, or spending more time with family.
Modern Portfolio Theory & Evidence Based Investing
Investment Recommendations are based on Modern Portfolio Theory. We believe strongly that investment decisions should be based on sound research. Using low cost investments, asset class management, and maintaining a well-diversified portfolio is essential in helping clients pursue their objectives. Let’s create a plan together.
Socially Responsible & Sustainable Investing Options
Invest in your passions. Sustainable & Socially Responsible investing is an umbrella term used to describe investment approaches that seek competitive financial returns while considering environmental, social, and sustainable beliefs. Let’s chat about how you can align your investments with your core values.
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Dream and Get Inspired
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Budget Must Haves and Trade-Offs
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Plan for Multiple Scenarios
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Build your Custom Tailored Plan
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Stay the Course and Enjoy Life
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Review, Rebalance, Adjust
“It all begins with a simple question. What does financial freedom mean to you? We help to alleviate the fear by identifying the risks in your plan that are worth taking and the risks that are not. High level financial planning can be fun and available to everyone. ”
— Alan J. Sweeten