Welcome to Encompass Financial Planning!
We serve our local community and community abroad through holistic, client centered financial planning. With the heart of teachers, we believe education and placing the client at the center of their financial plan yields empowerment and clear decision making. Additionally, recommendations are only made in the client’s best interest, and only after a holistic financial plan has been created and delivered. Thereby, our clients obtain financial security and independence so that they may live a retirement free of financial stress and filled with the ability to live their goals and dreams.
Our Holistic Planning in Your Best Interest
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, doing the best they can, while often hoping for the best.
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
Want to be smarter with your money?
From retirement savings to living abroad, here are some of our commonly asked questions.
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the process entirely painless, the following guidance should be useful on your journey.
Would you enjoy your retirement more in the U.S. or abroad?