Advice for Life™

Planning for the Life You Choose

Our Advice for Life™approach recognizes that each of us requires a roadmap to help us get to where we want to go. This disciplined planning process has helped other clients eliminate debt, better understand the financial decisions that support their situation and improve family communication across a broad range of financial issues.

We believe that adopting a holistic planning approach that focuses first on your life goals and aspirations may improve your chances of successfully pursuing the future that you envision.

Advice for Life™ is a systematic life planning approach that centers on you and your goals. We have successfully implemented this methodical, four-step process for clients with wide-ranging experiences, needs and situations.

Discovery:

Picture Your Life as an Adventure
Before we get down to crunching numbers, we talk about the things that are most important to you—family, pastimes, church and community. Our team asks a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.

Planning:

Build a Route from Dreams to Reality
Based on what we discuss in the discovery phase, we assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We consider the financial implications for each goal we discuss and construct the framework for a plan that supports them.

Solutions:

You Have the Key to Your Future
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we recommend specific solutions to help match each of your goals. This is where we implement your customized plan.

Monitoring:

Keep Tabs on Your Dreams
Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary.

Securities and advisory services offered through LPL Financial, A Registered Investment Advsior - Member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI


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