Life is full of decisions – important and complex decisions. It is critical to understand and coordinate all aspects of your financial picture to reach your goals.
Life Planning is at the heart of everything we do. Life Planning is a lifelong process, not just a one-time deliverable. We help you to discover, clarify, and articulate your goals and dreams. Like a high-quality GPS, your LifePlan charts a course to your desired destination. Your advisory team keeps you on track and helps you re-calculate if needed.
We believe that the Bible offers transcendent wisdom that informs our process. The video above explains the fundamentals of our planning philosophy. Your LifePlan is unique to you. It helps you balance fully experiencing today and appropriately planning for tomorrow. We look at where you are, clarify your goals and dreams, and show you what it’s going to take to get you there. We will answer your questions, alleviate your concerns, and identify potential problem areas. We have seen our LifePlans provide many tangible benefits for our clients over the years, including:
Defining goals, putting things in order, addressing problem areas, and seeing how dreams can become a reality can help promote a broader perspective.
Throughout the process, we provide insight and wisdom. We help discern fact from fiction, create simplicity from complexity, and separate emotion from reason. This helps alleviate anxiety by providing a clear understanding of risks and how to address them.
Clear, understandable, and achievable plans unlock the hesitancy to give and unleash the ability to spend time doing the things that matter most.
The clearer the plan, the easier it is to make wise decisions. LifePlans reveal the future impact of today’s decisions, eliminating the need to guess or rely on simplistic rules of thumb.
Without a plan, achieving your goals is left to chance. A LifePlan allows you to intentionally focus your time, talent, and resources on making your dreams a reality.
LifePlans help to bring a practical alignment between what you value most and your day-to-day decision making.
LifePlans create a common financial language and shared vision for you and your family. Determination, resolve, and teamwork emerge when everyone knows where they are going and what they need to do to get there.
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!