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Helping You Get a Better Return on Life

 

Life is about much more than just money. Money is simply one of the tools we use to get the life we want. 

Take a Step to get the life you want today

Purposeful Financial Planning for a More Fulfilling Life

Our life-centered planning approach allows you to live life on your own terms now while you work towards the retirement (or non-retirement) you want later. After years of watching financial advisers confuse and overwhelm clients with costly products and confusing plans, we made it our mission to help people through an intuitive, tax-focused and time-based approach. 



Connect Your Money With Your Ideal Life

Financial Planning Done Right is the name of our firm because we truly believe that when done right, financial planning will not only allow you to save for the future you want, but will also enable you to use the money you have now to live the life you’ve always dreamed of.



Tax-Focused to Integrate All Areas of Planning with Taxes

Taxes are at the core of financial planning. We review all potential tax consequences that impact your financial security throughout the year. We uncover benefits legally available within the tax code and routinely work to implement proactive tax savings strategies all while avoiding costly mistakes and alleviating negative tax-time surprises.



We Offer:


Business planning

FINANCIAL PLANNING


These are the challenges we help solve:

I need to know when I can retire.

I need to know how much to save for retirement.

I need to know how much to spend in  retirement.

I need my income to last throughout retirement.

I need to know where and how much to invest.

I want to know if I need insurance, how much I need, and what types are needed.

I need to know where I stand financially.

I need help making an important financial decision.

I need someone to help me understand where I am, where I want to be, and what's needed to close the gap.

Business planning

Tax planning/Tax preparation


These are the challenges we help solve:

I need to understand the tax consequences of all my financial planning decisions.

I want to identify tax saving strategies to use year round.

I want to avoid costly mistakes and alleviate negative tax-time surprises.

I only want to pay what I am legally required to pay - and no more.

I want to increase deductions and increase tax savings.

I want to expedite my filings and assure the most lawfully advantageous return is filed.

I want to avoid being contacted by the IRS due to errors, omitted income or incorrect documentation.




Who We Work With


singles

Whether you're just getting started or hitting your stride, we’ll help organize, manage and simplify your finances so that no matter what happens, you’re provided with the growth and opportunity you need to succeed.

FAMILIES

Whether you want to focus on saving on taxes or saving up for your kid’s college fund, we’ll guide you through the steps you need to take to capitalize on your career for years to come.

EMPTY NESTERS

Near retirement or retired, we'll review your retirement plan and more to create a concrete plan of action that helps you achieve your goals while promoting consistent progress year over year.


Our Story


Who We Are