Financial planning
Real financial planning for real people.
Holistic financial planning
At Tranquil Path Financial Planning, we believe that all the elements of your financial life are interconnected.
By holistically addressing all of your financial elements, we are able to ensure that no stone is left unturned as you move forward on the path of life.
Financial elements that we address
Retirement, Cash flow, & Life Planning
We help you discover ways to use your money and other resources to create an amazing life while ensuring that you are not running the risk of outliving your money.
Investments
Our investment approach creates a portfolio of low-cost mutual funds based on your cash flow needs now and in retirement. This creates a portfolio that is unique to you, your needs, and your circumstances.
Tax planning
Taxes touch every portion of your plan. In addition to making tax conscientious decisions throughout your plan, we set aside time each year to create a strategy to optimize your taxes now and in the future.
Special needs planning
Many of our clients either have a disability or have a family member with a disability. For these clients, we not only consider the ramifications throughout the plan, we frequently set aside meetings specifically to discuss special needs planning.
Insurance
We advise on insurance of all varieties, from car insurance to life insurance to disability insurance; we provide guidance on how to protect your future without trying to sell you policies.
Estate planning
We work with your estate attorney to ensure that your estate planning documents work well with your financial situation.
Other topics as Needed
Career or business planning
Education planning
Charitable giving
Debt management
Anything else related to your personal finances
