Blake Geller

Financial planning can be simple… but it's not easy. Financial planning is something I like to refer to as a "middle of the pile" item. Most people acknowledge that financial planning is important enough to never let it slip all the way to the bottom of the to-do pile, but unless the alarms are ringing and sirens are flaring (usually too late), it usually doesn't make its way to the top. Our clients know what needs to be done, but they don’t know where to start, who can help them, or how all the pieces fit together.

We have found that the majority of people we speak with haven’t explicitly identified their financial objectives, which often times results in planning that is piecemealed together over time. Plans that are piecemealed together, and decisions made in a vacuum can result in missing important strategic opportunities across the various disciplines involved in a comprehensive plan. We help create a personalized plan that has a firm foundation in your beliefs and addresses with a high degree of specificity for future goals.

Our work starts by taking a 360 degree look at your current financial situation to determine the probability of achieving your goals, or if there is anything you might have overlooked that may cause harm to you, your family or your business. If we uncover any issues in that discovery phase, we introduce concepts and solutions designed to mitigate those risks.

At the conclusion of this process, you not only have a comprehensive wealth management and planning strategy in place, but you have also identified and addressed crucial questions that would have kept you up at night. Our specialized approach to holistic planning is focused on identifying risks and opportunities and making active planning decisions. Most advisors only focus on the growth aspects of financial planning, and to the detriment of their clients, neglect the protection of their money. Thankfully, we’re not like most advisors!