Insight Personal Finance
Part education, part rollup-our-sleeves planning, and all collaboration
We'll outline your goals
I want to understand your motivation, your fears, your values, and aspirations. This is essential for building an effective plan because when you add your real life to your money, you'll have a real reason to act. We'll determine timeframes, costs, and assign numbers, so what was once just a dream, transforms into a detailed blueprint. My plans typically include many of these topics:
- Budgeting
- Retirement planning
- Education planning
- Buying a home
- Risk management
- Debt management
- Career changes
- Building a business
- Sudden income events
- Divorce Planning and equitable seperation of assets
You'll leave educated, with a set of clear instructions
Our work will be collected into a carefully crafted document that reads with the intrigue and clarity of an illustrated travel guide. Contrast that with the thick, impenetrable plans that are output by 'Big Finance' and you'll know instantly, why our method works: Your Insight Plan is written to take you from Point A to Point Z. Big Finance offers plans that will leave you confused and dependent. Which feels better to you?
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.