Value-Based Planning

You have individual experiences and unique hopes and dreams that call for a values-based approach to planning. Your core values become the basis for defining your financial philosophy and this serves as a guide in developing your plan.

The starting point is to separate two conversations that are often blended into one. Specifically, planning conversations can sometimes move too quickly to solutions, before taking the time to really understand what matters to you, and why it matters.

To address this, we separate the conversations using a concept called The Planning Horizon™ First we explore what matters and why. Once we do, then we’ll work with you to develop a plan to achieve it.

Values: Your core values represent the rules and standards by which you live your life.

Vision: Your vision represents your desired future state.

Goals: Your goals represent the actionable steps that will make your vision a reality.


By starting above the horizon and discovering your values, vision, and goals, you will have the clarity and confidence you need as we create a plan to achieve it.