You clicked on WHAT
but we like to start
Financial Planning and Life Coaching are at the core of what we do.
What we get started on is up to you.
As a Fee-Only firm we're able to put our focus not on WHAT we are able to sell, but solutions that fulfill WHY you are planning.
The SIX PILLARS of PROSPERITY
The Foundations of our Process
Our critical pillars in helping you establish a lasting understanding of your choices, actions and potential outcomes of your planning.
Purpose • Establishing new relationships with clients, family, advisors and associates and defining expectations of roles.
Goals • We establish goals and reach an understanding of your expectations. We gather data to provide us with an accurate understanding of your starting point.
Analysis • We account for your goals and narrow down your options based on what your situation may allow for alignment.
Modeling • You’re going to want to see what we’re talking about. We want you to be educated in your options. Our tools allow you to test some of your own scenarios too.
Implementation • Implementing a plan happens after you’re excited about your decisions. We understand that the process thereafter is less exciting but we work to respect your time and your advisors to get your planning elements in place in a timely manner.
Management • Planning is an ever evolving process and with deliberate follow through and management,you can rest easier that your plan is evolving along with you and with the economic environment.
At Any and Every Stage,
Let's Plan for Prosperity
Generational Wealth Planning
Family Constitution Facilitation
Ongoing Management and Resources
Advisor Review and Coordination
If WHAT we do may be of help
PLEASE TELL US HOW
HOURS & LOCATION
231 S Phillips Ave, Suite 203
Sioux Falls, SD 57104
405 8th Ave NW, Ste 302
Aberdeen, SD 57401
Anyday - Everyday
Being a boutique firm, our office times can vary as we're focusing on our clients' needs. Please call ahead.
Where and as you need us