Services
How We Help You
Holistic Financial Planning Services
The primary topic areas we’ll cover together
Topic Areas for MONEY
Budgeting & Cash Flow
Where is my money going each month? How much am I able to save? How can I supercharge my savings rate?
Retirement
Am I on track? Should I be saving more? Can I afford mini-retirements? Sabbatical? How to achieve early retirement (FIRE)?
Real Estate/Passive Income
What role can real estate play in my path to financial independence? How can I create more passive income?
Investments
Am I appropriately diversified? Am I taking too much risk? Not enough? Are my investments low cost?
Rent or Buy Decisions
How much house can we afford? What are the tradeoffs of buying? How will buying a home impact other goals?
Insurance & Estate
Am I adequately insured if disaster hits? Will our family be ok if one of us passes? What estate docs do we need to have?
Tax Planning
What strategies could reduce my taxes? Am I paying enough for estimated taxes? Do you have a CPA you can refer me to?
Debt & Student Loans
Which debt to pay off? Which to keep? Which student loan repayment plan and/or forgiveness option is best for me?
Employee Benefits
Am I taking full advantage of my benefits? Best use of employer retirement plans? What should my benefit elections be?
Equity Compensation
What should I do with my RSU’s, Stock Options, ESPP plan, or other stock based compensation my company gives me?
College Planning
How much tuition can I afford to cover? How much should I be saving? To where? How will college costs affect other goals?
Credit Card Selection
How can I maximize credit card rewards and fly around the world for free? What pitfalls should I be aware of in doing so?
Topic Areas for LIFE
Set & Prioritize Goals
Are your goals quantified? Prioritized? We transform goals from vague ideas in your mind to being specific and actionable.
Coaching & Accountability
Do you know what you need to do with money but fail to follow through? Knowledge is only power if action occurs.
Money Mindset
Money is emotional. What limiting beliefs, triggers, insecurities, deeply held views, do you have with money?
Optimize Behavior
The biggest X variable in building wealth. Do you feel your financial habits & behaviors could be improved?
Career Planning
How role does your career play in your life over the long term (personally and financially)?
Improved Relationships
Money is the #1 cause of divorce. Get on the same page with your partner around your finances & prioritizing life goals.
Education
Do your finances leave you feeling lost and confused? We’ll help you understand the in’s and out’s of your finances.
Get Organized
Get more organized from financial documents to short and long term goals. Know what needs to happen and when.
“My purpose is to help you do the things you need to do (with money) to help get you to where you want to be (with life).
I want to help guide you to a better today and an even better tomorrow.”
— JONATHAN GRANNICK, CFP®
Let’s Talk!
Stop worrying about your money, start investing in your future. Let's talk about how we can help address your financial concerns & guide you to a life of financial freedom. Schedule a free intro meeting or send us a message.