Making good financial decisions is challenging in today’s increasingly complex environment. Personalized planning allows you to make informed choices. We will help you define steps to reach your life goals which, in turn, will simplify financial decision-making.
Our planning process organizes your financial affairs and gives you the knowledge and guidance to make educated financial choices. It’s custom-tailored to you, your long-term goals, and your values.
We start by gathering and analyzing all aspects of your financial resources. You will work with a CERTIFIED FINANCIAL PLANNER ™ professional at Willow Creek in creating an initial “road map” clarifying the steps we recommend to reach your goals. And the planning process doesn’t stop there. We review the plan regularly, considering changes in your personal circumstances and the global economy. Applying discipline and strategy to a well thought out financial plan provides clarity that allows you to pursue your life and interests with confidence and peace of mind.
Your plan is framed by a process based on the best practices laid out by the Certified Financial Planner Board of Standards and is based on decades of experience by the nation’s leading personal financial planning professionals.