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Personal Financial Planning 
Key Benefits
- Gain greater life and financial clarity
- Set and achieve goals
- Unwavering and non-judgmental support and accountability
- Create a financial blueprint to guide all aspects of financial life
- A
comfortable, engaging, and non-threatening learning environment.
No sales or underlying motives. Most individuals mistakenly believe that
financial planners are only for the affluent and are worried about being
"sold" products.
We offer pure financial education and financial planning/coaching service
only.
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Customized and personalize approach. We use a combination of
conventional financial planning practices and the psychology, emotional,,
and behavior aspects of money management. We believe that financial planners
need to be cognizant of the numbers AND the human side of money management.
- A
practical synthesis of an overwhelming amount of information on
financial topics. Most people find there are too many books and too many
websites and are not sure where to start. As an experienced financial
planner, we help individuals tune out the noise, synthesize the information
overload, and focus on what is most important to them and their unique
needs..
- Connect discussions and workshops
to current employee benefits and real life scenarios when
both appropriate and effective.
Approach
We have found that financial planning is more than transactions, numbers, and
investing. Instead, it is about people, values, and relationships. Our approach
is considered a "financial coach approach" where we blend technical skills with
the softer skills of a coach that incorporates psychology and "outside-the box"
thinking. This holistic approach affords us the ability to better serve
our clients in more profound and impactful ways.
Capabilities
Personal Financial Planning and Coaching services varies depending on the
personal, unique needs of our clients. We help our clients navigate the complex
financial landscape with tools ranging from the basic to the complex. Some of
our practice areas include:
- Budgeting/Money Management
- Learn to master the fundamentals of day to day money management as it
ties into your long-term goals.
- Insurance Needs Analysis
- Ensure that your assets and your family is protected indefinitely.
- Education Planning
- Create ways to pay for one of the biggest and most important expense
your family will face.
- Retirement Planning
- Create a roadmap to secure a happy and secure financial future without a
job.
- Investment Planning
- Learn ways to build an investment program specific to your unique needs
and circumstances.
- Estate Planning
- Prepare for the unthinkable and ensure your family and your assets are
taken care of if and when you are unable.
What others are saying:
"Profoundly aware of the psychological issues affecting each individual’s
relationship with money, Todd knows how to educate and empower people to make
them comfortable with their finances. His gentle, nonjudgmental approach put me
instantly at ease. His innovative methods allowed my creative brain to easily
grasp concepts that used to scare me. HIGHLY recommended as an
educator/speaker/consultant.” - L.O., 11/8/
2006
"I know that your kindness, concern and assistance has helped me
tremendously. I look at it like an investment for my future and my children's
future." - C.M., 3/12/2007
"Thank you again for your encouragement and the forwarded motivational words
of wisdom. I keep reminding myself that it is not the destination, but the
journey that is important."C.M., 2/3/2007
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