Personalized & Proactive Life Planning Solutions
Living the lifestyle you’ve always envisioned is about more than just planning for the “next big thing,” like college, marriage or retirement. While these milestones are important parts of the journey, your big-picture vision and dreams are what truly define it.
Registered Life Planner® Bud Heintz, CFP® and his team offer step-by-step guidance for the long term. First, by understanding what’s most important to you, then by designing a personalized plan that sets you on a clear path toward your goals — and redefining that path even when life changes direction.
If you’re in search of building a roadmap for how you want your life to unfold, Bud’s here to listen and work through both your personal and financial aspirations with you.
Bud is a Registered Life Planner®, certified in the individualized, human-focused practices of the Kinder Institute of Life Planning.
Our Life Planning Approach
You’re the “you” expert. We’re the financial experts. Together, we can connect your money to the rewarding and full life you seek through a unique, four-step planning model.
1. Exploration
Phase
In the beginning, and throughout the entire process (because after all, it’s your life plan — and you’re the “you” expert!), you will steer the conversation to unearth what truly makes your life fulfilling. This stage is your time to reflect and dig deep. By the end of phase one, you’ll be engaging in some inspiring exercises to really get to the heart of what matters most to you.
2. Vision & Obstacles
Phase
This phase takes our findings from exploration and puts them into action. Together, we’ll outline your life as you see it, chat about your reflections from the exercises and carve a path from your present self to your future dreams. Along the way, we’ll face and navigate any obstacles, recognizing that the journey may have its ups and downs, but we’re in it together.
3. Knowledge
Phase
In this stage, we fuse your money with your life, turning key visions into concrete steps. We’ll explore your feelings about work, family, relationships and health while weaving your wealth into the mix. By guiding you toward clarity on what’s truly meaningful, we’re not just crunching numbers — we’re mapping a course that aligns with your goals and aspirations.
4. Empower & Ignite
Phase
In this phase, we empower you to implement your strategy and fully understand the impact of your choices, financially and beyond. If you entrust our firm with your investments, we’ll fine-tune your investment plan, acting as your constant guide. Since life’s twists and turns can shift priorities, we’ll be there to check in regularly, ready to adapt and grow with you.
Financial Planning Services
Investment Planning
Your financial plan will determine how investments are managed in both the short- and long-term. We will develop a strategy with the goal of enabling your investable assets to work for you based on the lifestyle, experiences and objectives you want to achieve.
Tax Planning
Tax implications guide many investment decisions. We can work closely with your tax professional to review tax consequences when trading and planning certain financial transactions, such as Roth IRA conversions and qualified distributions.
Estate Planning
Your desired legacy plays a pivotal role in your investment and financial planning decisions. We will help you determine how you can invest, while utilizing unique gifting and spending strategies to create well-informed estate plans in an effort to protect your loved ones when you pass.
Risk Management
No one can predict the future, but we can help you assess, evaluate and manage potential financial loss amid life’s many unpredictable events. We examine both your current and future resources, along with your lifestyle, to recommend insurance strategies that make sense for you and your family.
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