Strategy Sessions

Living the life you’ve always dreamed of doesn’t have to be out of reach.

Strategy sessions are financial planning sessions designed to address a specific financial area. When personal capacity limits you to only focus on one area at a time, engaging in a strategy session is the solution.

Just like a house has many rooms, your true wealth is made up of many financial areas. The goal of each strategy session is to collaborate with a CFP® to discuss your specific area of concern and leave with actionable steps forward.

What you can expect

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    ONE-ON-ONE TIME WITH A CFP®

    Access to proven experience and expertise in all areas of financial planning

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    COLLABORATION

    We listen to what’s most important to you then inform you of appropriate options

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    TAILORED RECOMMENDATIONS

    Designed around your lifestyle, passions, priorities, and values

Budgeting

Employee Benefit Optimization

Cash Management

Retirement Planning

Home Buying

Financial Kickstart

Estate Planning

You can find peace in clear direction allowing you to focus on what’s most important to you – cultivating a legacy you are proud of.

Not sure which strategy session is best for you? Talk through your options with us.

Schedule a 15 minute complimentary call with a CFP® Professionals to help you understand which planning service may be a good fit for you. We'll identify which money-related questions you'd like support with and make suggestions for your next steps.