Investment Planning
A good start.
- We work together to mutually select investment strategies that make sense for you.
- We review those strategies as necessary.
FOR BUSINESS OWNERS NEAR RETIREMENT
Start the X-Ray
The X-Ray is a short quiz. It shows whether your tax, legal, investment, insurance and business plans work together.
About 30 to 40 short questions. About 10 minutes.
Did a professional send you? Pick who sent you
FIND THE RIGHT LEVEL FOR YOU
Three Common Levels of Planning
Investment planning is a good start. Goals-based planning adds direction. Comprehensive financial planning connects the whole picture.
Goals-Based Planning
Better direction.
- Keep the foundation of investment planning and take time to understand where you are today.
- Clarify where you want to go.
- Work out how to get there, including the obstacles that might be in the way and how to plan for them.
Comprehensive Financial Planning
A more complete picture.
- Build on your investments and goals, then see your whole picture across your tax, legal, investments, insurance and, when relevant, business interests.
- Look at how the pieces work together, not just how each performs on its own. A tax decision, investment choice, legal document or insurance policy can affect the other pieces.
- Uncover coordination gaps that might be costing you without you even knowing it, then bring your professionals together around clear priorities and coordinated next steps.
Not everybody needs comprehensive planning.
The point of the X-Ray is to find out if you could benefit from it.
If you do need help, wouldn’t you want to know about it?
About 30 to 40 short questions, about 10 minutes. Your answers stay on your device. Nothing is sent to anyone unless you ask for a meeting.
Start where you are.
Whether you’re a business owner or a professional who serves them, find out in about 10 minutes if comprehensive financial planning could help uncover costly coordination gaps and create clarity, confidence, and coordinated execution.
Pick a place to start and find out where you stand today.
I own a business
Choose your main priority and everything else on your mind. Then bring your whole planning picture together.
Start my X-Ray →Did one of your professionals send you here? Pick who sent you.
Sent by your estate attorney?
Begin with legal. Then bring the remaining planning areas into the same conversation.
Start this X-Ray →Sent by your financial advisor?
Begin with investments. Then bring the remaining planning areas into the same conversation.
Start this X-Ray →Sent by your CPA or tax professional?
Begin with tax. Then bring the remaining planning areas into the same conversation.
Start this X-Ray →Sent by a business broker?
Begin with business. Then bring the remaining planning areas into the same conversation.
Start this X-Ray →Sent by your insurance agent?
Begin with insurance. Then bring the remaining planning areas into the same conversation.
Start this X-Ray →Sent by a consultant?
Begin with q4. Then bring the remaining planning areas into the same conversation.
Start this X-Ray →I am here for myself. Start with your priorities and Q4 →
WHY TAKE THE X-RAY
See your whole picture on one map.
You already have good people. Each one sees a piece. The X-Ray shows how the pieces fit, where the coordination gaps are, and whether a closer look is worth your time.
Concept illustration, not a financial result.
- Which level fits you.Investment planning, goals-based planning or comprehensive planning. Your own answers show which.
- Where your priorities overlap.One table shows which priorities cross investments, insurance, tax, legal and business.
- What to do next.A short report you can print and take to the professionals you already trust.
See a finished one first
Dennis and Maria Mitchell are a fictional couple who own a home services company. Their sample report shows the result page, the three levels, the 18-area checklist and the overlap table.
Prefer to talk first?
The sample is fictional. For educational and illustrative purposes only. This is not tax, legal, or financial advice. We strongly encourage you to talk to your tax, legal, and financial professionals before making any decisions.