Currently, your money directs your life aspirations.

1

You want your life aspirations to direct your money. 

2

You are ready to design the life that you aspire to live and have your money partner with your plan.

3

You believe that a tailored financial plan will improve your overall well-being.

4

Let Your Life Lead Your Money,

not your money lead your life.

Life Money Balance™

Concurrent Financial Planning is an independent, virtual financial planning firm that serves individuals, families, and business owners nationwide. We are guided by the core principle of the fiduciary standard, which is to always put your interests first.  

We offer a transformational personal financial planning process that helps bring balance between your life and your money where they work in Concurrent partnership to help you achieve your life aspirations. 

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.

WILLING

• To accept financial planning advice

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• To consistently engage in your financial plan

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INCOME

• Possess ample income (and assets)

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• To support your life's design

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• To fund your aspirational goals

HEALTH & HEAL

• Improve overall well-being

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• Improve behavioral & emotional financial practices

TRANSFER

• Transfer elements of your personal finances 

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• Transfer time from your personal finances to your family and cherished life areas
   

• Trust your financial planner​

Financial Planning Programs

CONCURRENT

FINANCIAL PLANNING