Financial Planning Roadmap

Planning, Amanda Plonski

Financial Planning empowers you to make informed financial decisions that help build and preserve your wealth. Our roadmap process ties together all the pieces of your complex financial puzzle to address your unique goals and concerns. Our in-house team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, attorneys, and CPAs provide holistic fiduciary advice and creative solutions on everything from cash flow and tax strategies to estate planning and risk management. We will craft a comprehensive Financial Plan, tailored to you, that we will regularly revisit in navigating the path to the future you envision.

Services Include:

  • Financial Independence Modeling
  • Cash Flow Strategies
  • Tax Planning
  • Pre-Sale Planning
  • Estate Planning
  • Wealth Transfer
  • Inheritance Planning
  • Philanthropic Planning
  • Risk Management
  • Liability Management


A Financial Plan is a roadmap to your future, empowering you to make informed decisions that help build and preserve your wealth.

To create a custom Financial Plan, we take you through our distinctive roadmap process to discover your unique needs and goals, and develop a comprehensive plan to meet them.

Discover - Plan - Monitor


  • Develop and prioritize goals
  • Discuss cash flow needs
  • Uncover opportunities and strengths
  • Expose dangers and threats
  • Discover risk capacity and tolerance
  • Consider values
  • Review existing legal documents
  • Review tax return


  • Optimize current situation
  • Offer creative solutions
  • Mitigate risks
  • Discuss and evaluate alternatives
  • Develop and prioritize action items


  • Implement action items
  • Regularly revisit plan
  • Track progress
  • Monitor tax and legal landscape
  • Make informed, strategic decisions