Financial Planning is the single greatest proactive step you can take in your life to build confidence in your financial future.
– Brian Willet
We believe Financial Planning should go beyond the tangible.
Your financial plan should reflect your values just as much as your goals. It’s easy to aim for milestones like buying a home, funding college, or retiring on time — but what happens if chasing those goals means compromising your personal beliefs about money, family, or purpose?
That’s why we start every relationship by helping you define your core values. From there, we help you connect those values to every financial decision, so you can achieve your tangible goals without losing sight of what’s most important — the intangible.
our process
What To Expect When We Plan Together
step 1
Intangible
We help you identify the intangible core beliefs that guide your financial decisions.
STEP 2
Tangible
We work together to outline the tangible outcomes you want to achieve.
STEP 3
Facts
We gather the facts about your current financial situation to inform your plan.
STEP 4
Solutions
We present clear strategies and walk through the pros and cons of each decision — before you take action.
What Does Personal Financial Planning Cover?
Intangible Goals: Your Financial Decision Values
Cash Flow Planning
Emergency Fund Planning
Tangible Goals Planning
Education or Giving Strategy
Retirement & Financial Security Planning
Estate Planning
Risk Management Planning
Tax Planning
Investment & Asset Growth Planning
Business Exit Planning
Intangible Goals: Your Financial Decision Values
Cash Flow Planning
Emergency Fund Planning
Tangible Goals Planning
Education or Giving Strategy
Retirement & Financial Security Planning
Estate Planning
Risk Management Planning
Tax Planning
Investment & Asset Growth Planning
Business Exit Planning
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Choose the Planning Relationship That Fits You
Ongoing Financial Planning Relationship
Per Project, or Billed by the Hour Financial Planning Relationship
Questions We Often Hear
Do I need to have a lot of money to work with Beyond Tangible Wealth?
Not at all. We work with clients at all stages — whether you're just starting to build wealth or managing significant assets. What matters most is that you want to make intentional, values-based financial decisions.
What makes your financial planning different?
We lead with planning, not products. Our goal is to coach you through financial decisions that align with your values, not just your balance sheet. We don’t believe in one-size-fits-all solutions — we focus on what matters to you.
How do you approach compensation and client relationships?
We operate on a fee-only basis, which means we’re paid directly by our clients — not through commissions or product sales. This helps us focus fully on giving advice that’s in your best interest, without outside influences.
How do I get started?
You can start in a way that feels right to you:
- Dive into our Financial Planning Portal
- Explore our Free Portfolio Analysis
- Or simply schedule a conversation with us to learn more
Start Your Financial Plan Today
You don’t have to wait to start preparing for life beyond your business. Try our Financial Planning Portal for free — explore your numbers, test ideas, and begin building a strategy that works.
