Our Approach

At Financial Planning Suite, Inc., we believe that making sound financial decisions begins by examing a broad range of issues alongside the unique circumstances and values of each client. Today more than ever, financial questions are interrelated. Thus, we take a comprehensive look at our client's financial profiles and offer a balanced, integrated strategy to best serve their full range of needs. 

Initial Complimentary Consultation

The first step is an initial complimentary consultation. This first session begins a process of assessing your current financial state and looking at your long-term financial future. This meeting can be useful at all stages of life and is appropriate for young couples buying a first home as well as for individuals preparing for retirement. At this first meeting, we give you feedback based on the information we have gathered and also use it as a time for all of us to ask additional questions.

Curating and Cultivating a Plan

Developing your financial plan begins with getting to know what is important for you in life and what you value. Using our highly personalized planning process, we build a flexible financial plan and recommendations around your visions, goals, and personal values. 

Building A Portfolio To Serve Your Plan

Together, we create customized solutions to help you meet your unique financial objectives and serve your personalized plan with ongoing consultation through the following services:

* Investment Management     

* Retirement & Estate Planning     

* Insurance Analysis     

* Cash Flow Management    

* Charitable Giving     

* Education Expense Planning – College, Private, and Special Needs     

* Legacy