Designing your life's blue print
"What is in your life’s blueprint? This is a most important and crucial period of your lives. For what you do now and what you decide now, may well determine which way your life shall go."
- Dr. Martin Luther King, Jr.
LIFE MONEY BALANCE™
Concurrent Financial Planning offers a place where individuals, families, and business owners can engage in a transformational personal financial planning process that aligns their money with their life’s purpose.
We help you design a life-money partnership that helps you pleasantly strive toward and achieve your life aspirations.
This is Life Money Balance™.
“Let your life lead your money, not your money lead your life”
WHO WE ARE FOR YOU
Concurrent Financial Planning is an independent, virtual financial planning firm that utilizes a holistic financial planning process. We are guided by the core principle of the fiduciary standard, which is to always put your interests first.
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Fiduciary
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Growers and Designers
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Great Listeners
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Managers and Stewards
Are these your
LIFE MONEY BALANCE ™
Thoughts?
Then you want Life Money Balance™.
Life-money conflict contributes to uncertainty. We guide you through a transformational process that brings balance between your life and money where they work concurrently in a parallel partnership.
Life Money Balance™ produces contentment that amplifies your daily life and strengthens your life aspirations.
Currently, your money directs your life aspirations, instead of your life aspirations directing your money.
You value a trusted relationship with an experienced financial planner and would find a partnership beneficial to your financial life.
You believe that your overall well-being would improve with a focused and tailored financial plan.
You are ready to design the life you aspire to live and to have your money be a partner to your plan.
WHO WE WORK WITH
You value transferring elements of your financial life to a trusted planner which empowers you to shift time and energy toward the life areas you cherish most
W
I
T
H
WILLING
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To accept financial planning advice
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To consistently engage in your financial plan
INCOME
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Possess ample income (and assets)
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To support your life's design
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To fund your aspirational goals
TRANSFER
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Transfer elements of your personal finances
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Trust your financial planner
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Transfer time from your personal finances to your family and cherished life areas
HEALTH & HEAL
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Improve overall well-being
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Improve behavioral & emotional financial practices
