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Welcome to Encompass Financial Planning!
You may feel capable of managing your finances or investments to a degree, but how can you be sure you’re doing all you can to maximize your income, minimize taxes, and reduce risk? Our team at Encompass Financial Planning is passionate about providing financial clarity and confidence to the community members we serve. That’s why we provide holistic financial planning that considers all these aspects and more, tailored to you
Our Holistic Planning in Your Best Interest
Who We Are
As a husband-and-wife duo, born and raised in Grass Valley, we’re passionate about helping families learn the skills they need to confidently control their finances and achieve financial prosperity. We realized the value of holistic financial planning early on in both our personal and professional experiences. Knowing it’s crucial to look at all aspects of your finances to advise you to the fullest, is the reason why we decided to build an entire practice around this ‘encompassing’ approach.
Who We Serve
While we can particularly relate to the unique financial challenges and aspirations that small business owners, healthcare workers, and women face, we’re proud to serve all members of the Grass Valley community. We take pride in providing financial expertise that’s easy to understand, comprehensive, and judgment-free. We operate in an inclusive environment, cognizant of all backgrounds and circumstances, so we can tailor our strategic financial planning services to best assist you.
Compassionate Client Service
Here, we employ a gentle approach that seeks to understand who you are and how that influences where you want and need to be when it comes to your finances. We offer sincere advice that comes from a wealth of experience, and we take the time to learn about you, your goals, and your unique needs, not just your number of assets. Our advisors also specialize in the service of women in transition who are recently widowed or divorced.
Why Trust Encompass Financial Planning to Reach Your Goals?
Holistic Financial Planning, Always in Your Best Interest
If you want to know how we’re different, just look to our name: our financial plans ‘encompass’ all aspects of your wealth at every stage. Plus, not every financial advisor is held to a fiduciary standard or creates a financial plan that truly considers each piece of your financial puzzle. We choose to offer both and, in our hometown, because we’ve been where you are and know what a difference financial guidance and education can make in your life, and we’re happy to deliver it.
Best-Interest Guidance
In addition to our extensive experience helping clients achieve their financial goals, we’re also CERTIFIED FINANCIAL PLANNERS® (CFPs®) meaning we have a fiduciary duty that binds us. Put simply, we only make recommendations in your best interest, not for our gain — the way it should be.
Personalized, Proven Solutions
At Encompass Financial Planning, we utilize proven financial planning processes like The Bucket Plan® and The Tax Management Journey. These approaches help you understand each aspect of your financial plan and us strategically allocate your assets, minimize your tax burdens, and maximize your wealth.
Holistic Planning Process
We engage in a 4-step process to build your holistic financial plan: we discover where you and your objectives are now, design a holistic plan that gets you where you want to go, deliver a holistic plan that considers both, and offer dedicated service and support throughout the process.
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