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Helping You

Live by Design

We believe that a financial life plan crafted through an open, collaborative partnership and updated periodically to reflect life transitions is the foundation for a life well lived.

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Happiness is not something you postpone for the future;

it is something you design for the present.

Jim Rohn

Putting Your Interest First

Independent by Design

We believe in the relentless pursuit of putting you first in everything we do.

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A life lived on purpose is the most powerful of all — and the happiest.

Gary Keller, author of The ONE Thing

Investing in You

Financial Life Plan

We believe investing has a purpose far beyond asset allocation, diversification and managing risk. Pursuing your dreams with confidence offers the greatest return one can achieve.

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Clients We Serve

Potential clients are often introduced as they navigate change in their busy lives. Whether preparing for or experiencing such a change, it is our desire to provide a diligent, caring, and constructive experience.

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Life In Transition

Change can be difficult . . . even positive life transitions can be stressful. Clients seek guidance as they prepare for or have experienced an emotional and complex life transition – career change, divorce, loss of a loved one, health change or inheritance.

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Clarifying Retirement

After years of hard work and saving, clients seek direction, clarity of thinking and a sense of confidence as they formalize a plan for the most important transition of their life.

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Executive / Business Owner

Daily demands can leave little time to spend on optimizing the many financial options and rewards that come with leadership. Clients seek guidance to help maximize tax-advantaged savings, stock options, restricted stock and other benefits.

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Our Services

We are committed to building a long-term relationship based on integrity and trust with open-minded, humble people genuinely interested in living a healthy “financial” lifestyle.

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Financial Planning

It’s not about your money – it’s about your life. To develop your plan, we start with a deep discovery process to learn what truly matters to you.

 

Investment Management

Our focus is on disciplined investing to keep your financial resources aligned with your long-term goals and values.

 

Employer Retirement Plans

We partner with business owners to help deliver better long-term outcomes for them and their employees.

Our Process

Our collective success is based on discipline. We believe disciplined leadership is essential to progress. Our process combines disciplined thought (simplicity and focus) with disciplined action (living in alignment with your purpose).

 

Getting Started

Determining if we have the right fit to pursue a long-term working relationship followed by an extensive discovery process.

 

Plan Design & Implementation

Crafting recommendations and actions into a blueprint for living in alignment with your values and purpose.

 

Oversight & Course Corrections

Monitoring and adjusting as life takes its normal twists and turns.

About Us

We are dedicated to helping clients pursue the best life possible with the resources they have.

 

Story & History

Ten years ago I began my independent advisory business with a clear purpose – to provide thoughtful, objective guidance to help people achieve peace of mind as they face change in their lives.

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Values & Philosophy

We believe that achieving financial life goals does not happen in one fell swoop. There is no single defining action, no grand program, or miracle moment. Rather, the process resembles that of relentlessly pushing a giant flywheel in one direction, turn upon turn, building momentum through an ongoing series of effective decisions and actions until a point of financial freedom, and beyond.

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Mission & Core Values

With unrelenting passion, our mission is to help our clients discover what truly matters and to live the life they desire.

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Blog

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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Top Strategies for Charitable Giving

Submitted by Alere Planning, LLC on April 18th, 2019

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

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Eight Ways to Improve and Maintain a Good Credit Score

Submitted by Alere Planning, LLC on April 18th, 2019

Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job.  A bad credit score can negatively impact just about every area of your life. Sometimes, a bad credit score can result from events entirely out of your control such as illness, disability, or from the loss of a job.

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Avoiding Retirement Woes

Submitted by Alere Planning, LLC on April 18th, 2019

How to Avoid Retirement Woes

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  • Email: info@alereplanning.com

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