A Plan for Your Retirement We believe that financial planning is about more than just investing. Through the heart of a teach ... er, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave Ramsey's 7 Baby Steps or just getting started, we are here to help. Comprehensive financial planning is about building wealth through a process, not a product. A plan provides not only direction, but also an integrated strategy to try and better your overall financial life over time. A comprehensive plan takes into consideration the entirety of your financial life. Your assets, liabilities, taxes, income, business, etc. These aspects of your financial life are never isolated from each other. read more