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
Being a Wise Steward of an Inheritance
Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.
Tax-Planning Tips for the Year Ahead
Now that Tax Day has come and gone, you may be eager to avoid thinking about the topic for a while. If you faced any unexpected tax bills or a lower refund than you anticipated, you may still be reeling from the surprise. But as tempting as it may be to put off tax planning…
The SECURE 2.0 Act and Your Retirement
The SECURE 2.0 Act introduces more than 90 changes to the rules around retirement savings. Many of these changes create opportunities and add flexibility, but they may also introduce greater complexity to your financial plan. With so many new changes set to roll out over the next few years, it’s easy to get overwhelmed. What’s…
Brian Cochran Gives Perspective on the Banking Crisis
There’s a lot of uncertainty and fear surrounding the collapse of Silicon Valley Bank. Brian Cochran talks about the banking crisis and what it means for you in this video.
Navigating the Complexities of the SECURE 2.0 Act
In 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act sought to close the retirement savings gap and help more people save. This year’s SECURE 2.0 Act builds upon that foundation with a robust package of new rules designed to provide more opportunity and flexibility to workers planning for retirement. This is a…