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The Sherpa Financial Philosophy of Service

A sherpa is much more than a guide. On the mountain, a good sherpa adapts the route, timing, and equipment to meet the needs of the explorers on that particular climb. As your financial sherpa, we work the same way. The best financial plan in the world only works if it fits your decision-making and implementation style. We guide you through the financial plan that is:

  • designed to meet your short-term and long-term goals
  • formatted to work with the way you make decisions
  • broken down into the action steps that you are comfortable taking

Like the sherpa, we provide financial guidance without judgment, but rather with the sole intention of helping you along your personal journey in the most efficient manner.

Your Financial Plan

The final product in financial planning is – in the very simplest term – a document. What you will find in that document is an easy to understand overview of your individual financial plan. It contains:

  • your current snapshot of assets and contribution information
  • your goals for retirement, legacy planning, and wealth management
  • current rates of return at your risk tolerance
  • an overview of the market and what you can expect based on your current plan
  • projections you can expect if you make certain changes

What you will not find in that document is an overwhelming amount of information that paralyzes you from making decisions or taking action. It is just the right amount of knowledge that empowers you to move forward on your personalized financial path.

THE BEST FINANCIAL PLAN IS THE ONE YOU WILL IMPLEMENT.

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Customized Financial Planning Strategies

Your financial sherpa supports your financial plan using the tools and strategies that fit your objectives, priorities, and goals. Your custom plan will incorporate many different financial services and products, including:

Business Owners
Tax Reduction Strategies
Business Succession Planning
Insurance/ Benefits Analysis
Individuals & Families
College Planning
Tax Planning
Social Security Planning
Retirement Planning
Estate Planning
Investments
Social Security Strategies
IRA Advising
Brokerage Alternative Investments
Wealth Management
Mutual Funds
Employer Retirement Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Fixed & Variable Annuities

A Financial Plan for Your Unique Circumstances

Small Business Owner

Small Business Owner

Your small business is a part of you, but you want it to be so much more on its own. You are building your business to provide for your needs right now, but what about your future? Your business should be providing for your retirement, your successors, and your legacy.

The small business owner’s financial plan takes your personal investment into account. We consider the resources of time and education that you contribute to your business and help you plan for a financial future that pays dividends on your efforts.

START PLANNING FOR THE FUTURE OF YOUR BUSINESS WITH A SOLID FINANCIAL PLAN TODAY.

Growing Family

Growing Family

When your family is young and growing, planning for the future may feel a bit out of reach. Your budget is fluid as you adjust to changing lifestyles and expenses. You may not yet know what you will need for retirement, or you may be re-thinking the here and now with stay at home parenting or part-time income. The future is far away, and you are somewhat inclined to leave it there.

While this perspective is understandable, there is more to financial planning than retirement. A young family can benefit, and confidently make some of those income-impacting decisions, with a financial plan that highlights short-term strategies. We help you create a plan that protects your family now and far into the future.

IT IS POSSIBLE TO GROW YOUR NEST EGG WHILE  YOU GROW YOUR FAMILY.

Empty Nesters

Empty Nesters

Once the kids move out, that far off retirement may start looking closer than ever. Are you ready? Whether you have been saving and planning for years, or you are just now starting to catch up, you still have plenty of time to grow and manage your wealth. Around this time of life is when individuals and couples often realize they want a new balance. You may still have many productive years to go, but you want to maximize your downtime.

Life plans change, and that means so do financial plans. Now is the time to convert your long-range goals into mid-range goals. Or maybe you are ready to proclaim that you have achieved your goals and are ready to take distributions. Your plan does not end in retirement, though. We simply re-strategize and keep moving forward towards new goals.

IF IT IS TIME TO START ENJOYING THE FRUITS OF YOUR LABOR, IT IS TIME TO ADJUST YOUR ONGOING PLAN.

Independent Women

Independent Women

Whether head of household, head of a company, or both, women everywhere are key decision makers. While you have earned your way, you recognize that some of it may have been harder than it needed to be. You are judicious about whom to trust with your financial information. You want to make the best decisions for your future, your legacy, and your current well-being. Most of all, you want to make sure you always understand the plan and the details.

Women bring more to the table in financial planning than cut and dry logical facts. Women think about micro and macro impacts of their decisions, and all of that must bear out in the plan. Our sherpa approach to financial guidance takes individual decision-making styles into account so that the plan we help you create is the one you will confidently implement.

TAKE CONTROL OF YOUR FINANCIAL PRESENT AND FUTURE ON YOUR TERMS.