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CONCURRENT

FINANCIAL PLANNING

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.

Schedule a call and take a step

towards Life Money Balance

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Are these your

Life Money Balance ™

Thoughts?

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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

Then You Want

Life Money Balance™

Life Money Balance™ conflict fuels uncertainty.

Life Money Balance™ harmony reduces uncertainty, produces life fulfillment, and elevates your life aspirations.  

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 you balance your life and money where they work in Concurrent partnership to help you achieve your life aspirations. 

 
 
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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.

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WILLING

  • To accept financial planning advice

  • To consistently engage in your financial plan

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INCOME

  • Possess ample income (and assets)

  • To support your life's design

  • To fund your aspirational goals

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HEALTH & HEAL

  • Improve overall well-being

  • Improve behavioral & emotional financial practices

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TRANSFER

  • Transfer elements of your personal finances 

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

  • Trust your financial planner

 
 
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Financial Planning Programs

CARDINAL PROGRAM

The Cardinal Program provides a solid base to support the development of the next stages of your life. 

Engagement Period

3 MONTHS

CORNERSTONE PROGRAM

The Cornerstone Program is a holistic financial planning process that helps you design and achieve the life you want to live.

Engagement Period

6 MONTHS

COMPASS PROGRAM

The Cornerstone Program plus business, advanced charitable, and estate planning. 

Engagement Period

9 MONTHS

Who we work with

Career professional
Budgeting/Cash Flow & Debt Management, Retirement Planning, Investments, Employee Benefits, Risk Management, Education Funding, Estate Planning, Charitable & Legacy Planning, Tax Planning, Social Security Analysis, Medicare Analysis, Life Event Analysis 

Schedule a call and take a step

towards Life Money Balance

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Business Owner

All Career Professional Areas​

Business Risk Management​​

Business Succession Planning​

Business Tax Planning​

Company Sponsored Retirement Plan Advice

Schedule a call and take a step

towards Life Money Balance

Retirement Planning
Retirement Planning, Retirement Lifestyle Transition, Social Security Analysis, Medicare Analysis, Estate Planning, Charitable & Legacy Planning, Investments, Life Event Analysis, Long-Term Care Analysis

Schedule a call and take a step

towards Life Money Balance

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CONCURRENT

FINANCIAL PLANNING

101 South Military Ave, Suite 255, Green Bay, WI 54303    |     888-332-2372      |     By Appointment Only