Comprehensive Financial Planning


Our financial planning process is tailored to our clients’ unique goals and objectives. When it comes to determining your financial situation and how we can aid in achieving your goals, we set forth to design a comprehensive review and analysis that includes all aspects relating to your financial situation. Taking the time to explain the relevant detail and background of our plan recommendations is also an important part of this process. We make sure that our clients have an understanding of how we are assisting in achieving their goals, and the changes that need to be made in order to stay focused on the path to achieving long-term financial security.  

We understand that your financial situation and goals may change. We proactively plan for and address the dynamics of life changes such as an employment change, planning for a child’s education, or preparing for eventual retirement. A continual review of your financial situation also ensures that your plan remains consistent with changes in your life. 

Each client’s experience is truly tailored to the individual. If you’ve wondered how your life could improve by working with a holistic financial advisor, we invite you to contact our office today to schedule your complimentary consultation.

James Whalen, CFP®

Director of Financial Planning

Want to find out more about our financial planning process?