Our clients hire us because they are looking for a trusted advisor who can
help navigate their financial questions comprehensively. No financial decision
is independent of one another; each have ripple effects that impact others.
No business owner works without a business model and business plan, however
they often put their personal financial goals and organization on the bottom of
Our clients are busy, like everyone, and many times have uncoordinated
pieces in their complex financial portfolio - tending to build their financial
lives in silos. In fact, many people have not taken the time to set financial
goals, write them down, or have a way to track their progress towards their
However, what our clients learn through our process is there is an
incredible peace of mind in having a plan and building towards it. Our
job is to not only determine what you need to do to help reach your goals, but
to also break your plan into manageable pieces to help make progress towards
your financial goals without overwhelming you. We then work alongside you
to help ensure the plan is acted upon so you are clear on reaching your short
and long term goals. Continuum Planning Partners offers individualized
planning to help improve our client’s complex financial situations, and
specialize in coordinating with your existing advisors to identify gaps and
opportunities in those financial silos–so everything is pointed towards what
you want to accomplish.
Many people have avoided financial
planning because they feel that they will either be sold a financial product
they don’t need, or they would like advice in an area not covered by
investments or insurance. By working on a consulting fee basis with our
clients, we can offer objective advice and help our clients truly get where
they want to go.
Our process to do this is:
- Discovery -Understand
your full financial situation and develop your financial goals.
- Fact Review – Confirm we
are on the same page with your assets, liabilities and goals…then take an
initial look at some of the top priorities to identify how to move
- Recommendations – Review
the steps to help reach your short and long-term goals.
- Implementation – Create
a prioritized checklist to allow you to work through the recommendations
in a manageable fashion
- Ongoing Reviews and
Advice – Develop a tracking system for your goals and update that as you
progress towards them, or your financial situation changes