Financial Planning

older couple on bench

From retirement planning to estate and tax strategies, our process goes beyond advising on financial matters.  Our SoleraTactical process helps clients manage their financial planning needs and opportunities, while assessing risk and helping plan for unexpected events.  In this way, we help our clients manage their financial picture – present and future.

Developing your financial plan may include the following:

  • Goal Definition
  • Personal Financial Statements
  • Insurance Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Inter-Generational Wealth Transfer
  • Education Planning
  • Charitable Foundation Management
  • Philanthropic Counsel
  • Business Planning


Our SoleraTactical process has three services we provide:

Solera Wealth Planning, Solera Financial Reviews, and As Needed Planning. Below are a few details for each.

Solera Wealth Planning

We take the time to understand your goals before making recommendations. John Lennon once famously said, “Life is what happens while you are busy making plans.” We stay in touch with you as your portfolio and goals change so that details are not lost as you are busy living.

Financial Planning is a process of regular monitoring that is important to the success of your goal. It should not be relegated or minimized to a product discussion.

Our comprehensive planning process, we call Solera Wealth Management covers all areas of your financial life with ongoing meetings.

Solera Financial Reviews

You may want analysis and recommendations related to a life event or planning topic:

  • Retirement Preparation
  • Retirement Income Planning
  • Employer Benefits Review
  • Annual Check-Up
  • College Expense Planning
  • Legacy Planning
  • Charitable Giving
  • Death Of A Spouse

Additional and custom planning reviews are also available.

As-Needed Planning

Maybe you have a few questions that we can discuss and give you feedback regarding. Sometimes you just need a trusted expert to hash out your thoughts on a financial matter.

Limited financial planning services are also included in a relationship with Solera.

Contact us for a complementary meeting.
We can connect, discuss your planning needs, and get to know each other a bit.