Financial Planning

Finding the purpose of your wealth today and tomorrow

Customized Planning

Financial planning requires holistic and creative strategies. Emerald Advisors is equipped with a team of seasoned experts and innovative financial tools that assess your current assets and liabilities, future expectations, goals and desires. We come alongside you to create a roadmap that aligns your goals with a customized financial plan to follow. Whether you’re buying your first home, starting a family, dreaming of retirement or starting the “next chapter,” we’ll help you plan for every stage of life.

Begin today

Seeing the big picture

Emerald Advisors believes that financial planning is the first step to creating purpose around your wealth. Your financial management impacts not only you, but also those you love and the organizations you support. Together we will help you plan with intentionality, making sure that every aspect is covered.

Planning for today and tomorrow

We begin by guiding you through a detailed financial plan that will serve you today and well into the future. Each stage of life requires a unique strategy. We are here to help plan for whatever comes your way.

Everyday life

Track spending and create everyday budgets.

Compensation

Understand and fully maximize benefits, ie. Deferred Compensation, Equity Compensation, 401(k), etc.

Retirement

Feel confident as you approach the culmination of your career.