Life Planning

Our Approach to Life Planning

Life is full of decisions – important and complex decisions. It is critical to understand and coordinate all aspects of your financial picture to reach your goals.

Life Planning is at the heart of everything we do. Life Planning is a lifelong process, not just a one-time deliverable. We help you to discover, clarify, and articulate your goals and dreams. Like a high-quality GPS, your LifePlan charts a course to your desired destination. Your advisory team keeps you on track and helps you re-calculate if needed.

We believe that the Bible offers transcendent wisdom that informs our process. This brief video explains the fundamentals of our planning philosophy.

Your LifePlan is unique to you. It helps you balance fully experiencing today and appropriately planning for tomorrow. We look at where you are, clarify your goals and dreams, and show you what it’s going to take to get you there. We will answer your questions, alleviate your concerns, and identify potential problem areas. We have seen our LifePlans provide many tangible benefits for our clients over the years, including:

Broader Perspective
Defining goals, putting things in order, addressing problem areas, and seeing how dreams can become a reality can help promote a broader perspective.

Reduced Fear and Anxiety
Throughout the process, we provide insight and wisdom. We help discern fact from fiction, create simplicity from complexity, and separate emotion from reason. This alleviates anxiety by providing a clear understanding of risks and how to address them.

Freedom to Enjoy and Give
Clear, understandable, and achievable plans unlock the hesitancy to give and unleash the ability to spend time doing the things that matter most.

Wise Decision-Making
The clearer the plan, the easier it is to make wise decisions. LifePlans reveal the future impact of today’s decisions, eliminating the need to guess or rely on simplistic rules of thumb.

Achievement of Goals
Without a plan, achieving your goals is left to chance. A LifePlan allows you to intentionally focus your time, talent, and resources on making your dreams a reality.

Live Consistent with Values
LifePlans help to bring a practical alignment between what you value most and your day-to-day decision making.

Unity, Determination, and Resolve
LifePlans create a common financial language and shared vision for you and your family. Determination, resolve, and teamwork emerge when everyone knows where they are going and what they need to do to get there.

Some of the areas that our comprehensive LifePlans commonly address:

  • Goal discovery, clarification, and quantification
  • Budgeting and cash flow management
  • Retirement income planning and stress testing
  • Education and large expense planning
  • Pension option selection
  • Social Security claiming strategies
  • Tax planning strategies
  • Asset and income protection
  • Legacy planning and heir preparation
  • Financial training for children and grandchildren
  • Widow and widower support
  • Charitable giving strategies
  • Investment portfolio structuring and asset location
  • Business and farm succession planning
  • Executive compensation planning

We are happy to provide you with more information or answer questions about our Life Planning services.

Click here for our Life Planning fees and services.