Integrated Capital Planning is the culmination of years of learning, exploring, studying and observing the financial advisory industry in an effort to define and deliver a more comprehensive and meaningful approach to financial planning. Through this, we have developed a vision to form a planning firm that helps successful people like entrepreneurs, business owners, executives and real estate investors develop an integrated approach to growing, employing, managing and protecting their capital consistent with their goals.
As professionals, we have a fiduciary duty to put our clients’ best interest first. We believe this not only because our professional standards as CPAs and CFP®'s dictate it, but more importantly, because it's the right thing to do! We don't sell products, we don't collect commissions. We earn our fees providing our clients with unbiased, professional, financial life planning advice.
Why "Capital Planning"? We know that wealth is about more than stocks and bonds. Your total wealth is the financial and intellectual capital you've earned, accumulated and inherited over your lifetime. It only makes sense to develop your financial plan in the context of all your capital, not just your stock and bond portfolio. We do this by helping our clients clearly define personal and financial goals that can be realistically achieved given their lifestyle needs and wants in light of their current and projected capital.
Our approach is known as LifeDiscovery and is based on years of research and experience by the financial planning professionals at Buckingham Strategic Partners.
In simple terms, this approach to planning has three steps; Design, Build and Protect. Through this process we help clients identify their most important goals across the key areas of their lives including Family & Relationships, Work/Career, Health & Wellness and, Interests & Causes against the backdrop of their current and future capital resources. This approach is iterative and interactive. This is YOUR life and we want to help you make the most of it!
Every financial decision sends ripples through our lives. Most of the other choices we make in life also have financial implications. Our role is to be one of your trusted advisors helping you navigate the intersection of life and money.
For too long, the financial services industry has charged too much and provided too little. Too little advice, too little value and too little planning. We believe everyone can benefit from an integrated approach to planning and managing their financial lives and futures. One that is not dependent on what annuity you purchase or what mutual fund you buy.
By combining decades of professional experience, an integrated approach to managing their capital and doing so with integrity of fiduciary duty, you get more and pay less. That leaves more of your hard earned capital working for you!
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