Designing Your Life's Blueprint
"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.
Life Money Balance™
Concurrent Financial Planning offers a place where individuals, families and business owners can engage in a transformational personal financial planning process that aligns their life’s purpose with their money.
We help you define a life money partnership so you can pleasantly strive toward
your life aspirations.
This is life money balance™.
WHO WE ARE
Concurrent Financial Planning is an independent, virtual financial planning firm that utilizes a holistic financial planning process. We are guided by the core principle of the fiduciary standard, which always puts your interests first.
Growers and Designers
MANAGERS and STEWARDS
WHY WORK WITH CONCURRENT
WHO WE WORK WITH
Value transferring elements of your financial life to a trusted planner so you can shift time and energy toward life areas you cherish most
Willing to seek and accept comprehensive financial planning advice and consistently engage in the journey of living their life's design
Household income to support your lifestyle design and fund your goal aspirations
See the value in transferring elements your financial life to a trusted planner so you can shift time and energy toward life areas you cherish most
Health & Heal
Realizing financial health through healing financial practices to redefine your life's design
Budgeting/Cash Flow &
Charitable & Legacy Planning
Social Security Analysis
Life Event Analysis
Retirement Plan Management