Financial Planning
Helping you live the richest life possible.
We approach financial planning a little differently.
To start, we don’t consider your money, well, yours. You’re a steward of resources that affect not only you, but also the lives of the people you love and the world around you. As advisors, it’s our role to provide principled counsel drawing from a worldview that takes more into account.
Secondly, we have a different definition of financial planning: the continuous, predetermined allocation of limited resources among unlimited alternatives.
Continuous – Our planning process is based on a long-term relationship and ongoing conversation about your evolving financial priorities.
Predetermined – The best money decisions are proactive and thoughtful, not reactive and emotional.
Limited Resources – Whether you have $500,000 or $50,000,000, your finite resources must be stewarded wisely.
Unlimited Alternatives – Decision making is all about tradeoffs, which become more complex and challenging as your wealth grows.
The Way We Work
A Handshake Starts Things Off On The Right Foot
We spend our first meeting getting to know you, your family, your values, your goals, and your expectations.
Looking Ahead to the Future
In our second meeting, we help you connect numbers to goals. After gathering your financial information, we walk you through our comprehensive planning software to affirm goals, identify where you stand today, and share our initial insights.
Principled Counsel
Lastly, we share our actionable recommendations. This might include investment strategies, estate planning considerations, tax planning opportunities, social security filing, insurance changes, and cash flow allocation.
Continuous Support
Once you complete the initial onboarding, we transition to semi-annual review meetings where we revisit your plan, update goals, and share changes based on new tax, estate, and investment opportunities.
Certified Kingdom Advisors®
Our dedication to our clients and our purpose as stewards of their wealth includes the continuous pursuit of knowledge and raising our practice to a higher level of expertise and understanding.
Additional Financial Planning Insights
Too Much of a Good Thing: Owning Your Employer’s Stock
While owning a piece of the company you work for can have obvious financial rewards, it can also have potentially greater risks than investing in a diversified portfolio. I have personally experienced the ups and downs of building a large portfolio of employer stock, and I learned a few things along the way: Pros 1….
Four Advisors
The title “financial advisor” is under scrutiny. It’s a confusing blanket term that does little to explain the intricacies of the industry, and regulators are trying to help consumers differentiate between the various business models and standards in financial services. Here are a few titles and a brief explanation of what they do, to help…
How Tax Reform May Impact You
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner John Moore and I were in Washington, D.C. this week attending meetings with one of our favorite professional associations, Kingdom Advisors. One of the highlights was a legislative update with members of the executive branch staff. The timing was remarkable, as the legislative update occurred just hours after the…
Tax Incentives Are Not a Sin | Part Three
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 3 of a 3 Part Series With this Insights, we conclude our reflection on tax season along our theme, Tax Incentives Are Not A Sin. In part one of this three-part series on tax reduction strategies, we explored ways you can save taxes by…
Tax Incentives Are Not A Sin | Part Two
Published on Monday, June 26, 2017 Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 2 in a 3 Part Series Our reflection on tax season continues along our theme, Tax Incentives Are Not A Sin. In part one of our three-part series on tax reduction strategies, we explored ways you can save…