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.

You Deserve More!

Our Holistic Planning in Your Best Interest

Client meeting

Our Philosophy

Client meeting

Our Team

Client meeting

The Encompass Path to Financial Success

Financial planning

The Bucket Plan Philosophy

Our Services

 

Financial Planning

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.
build_your_blueprint.png
 

Women and Finance

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.
divorce_planning.jpeg
 

Asset Management

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.
adobestock_580164217.jpeg

Want to be smarter with your money?

Join our mailing list and get news and info to support your financial goals.

Blogs

5 Damaging Myths About Money Talks & the Facts Behind Them

Josh Soria |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Josh Soria |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...