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Financial Services |
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Fee-Only Financial Services for Medical Professionals and Educators
As an independent Investment Advisor Firm, Milestones Financial Planning offers comprehensive fee-only financial planning and advice, including customized solutions and services that address each client’s unique needs. Fee-Only financial planning means not only that we sell no 'commission-based' products (including annuities and life insurance), but that we accept no referral fees and have no financial ties with mutual fund families, ensuring that your plan is serving your own best interests.
Whether you come to us as an investment client or want to develop a financial plan to use as your roadmap, we'll work with you to address your unique financial life planning needs. We monitor the progress of all financial planning clients, and we adjust your plan as needed to work toward your financial success.
Money Behavior Analysis
Do you ever wonder how you could be in so much debt when you’re making so much money? Or, do you frequently argue with your spouse overspending? At Milestones, we understand because we know that most money issues are rooted in triggers that we are not even conscious of. Because almost 99% of purchases are made emotionally, trying to follow a budget without solving these fundamental issues is like trying to put a Band-Aid on a bleeding artery.
Our Money Behavior Analysis (“MBA”) program focuses on your money triggers and how they may be affecting what matters most to you. We’ll work with you to help you learn to use your money to fulfill your dreams instead of your impulses. Once you understand and accept these money behaviors, you’ll be able develop skills to control financial decisions. Then, and only then, will tools such as budgets make a difference. Download our MBA flyer to learn more.
The Value of a Registered Life Planner
As one of a few Registered Life Planners in the United States, Johanna has trained under the founder of the life planning movement, George Kinder, to help clients integrate 'money and meaning'. We begin the planning process by taking a step back from your money using four to six structured meetings that focus on how you want to live your ideal life. In these meetings, we use a series of questions that encourage you to explore your hopes, dreams, and longings. Each partner has their own set of questions when a couple comes for planning.
Using George Kinder’s E.V.O.K.E. method, we craft a personal mission statement that embodies the essence of why you believe you were put on this earth. Because the most important dreams we have are not always about the money, taking this step back helps you focus on the priorities that will give you the energy to enthusiastically use your resources in a way that will increase the chances of your plan’s success. Learn more about Financial Life Planning done by a Registered Life Planner at the Kinder Institute website.
Our Financial Services Offerings
Financial Planning Services for Individuals and Families
- Comprehensive Financial Life Planning
- Investment Analysis and Advice
- Fee-Only Investment Management (we do not charge commissions)
- Retirement Planning and IRA Rollovers
- Portfolio Management (including 401k)
- Company Retirement Plan Management
- Estate Planning
- Income, Life Insurance, and LTC Insurance Advice (we sell no products)
Financial Planning Services for Businesses
- Buy/Sell and Succession Planning
- Corporate Benefits Consulting
- Family Business Consulting
- Insurance Options and Coordination
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