ReFrame Financial Planning helps those who are looking for a new way to engage with a financial advisor. With one-on-one engagement, purposeful conversations, holistic financial planning, transition coaching and practical education, we help you to truly understand what your money is doing and can do for you. We’ve developed a repeatable, yet customizable, framework that addresses (and challenges, when necessary) unhelpful money mindsets and helps guide you as you explore, define, clarify and plan the next chapter of your life – one that is aligned with your values, passions and purpose. Our process starts with getting to know you – your values, beliefs, money biases, goals and dreams. Next we will challenge you with thoughtful questions about how you arrived at your current money mindset and where you want to go next. We want to get to know you and your story before we provide advice or recommendations. Next, we'll explore possibilities, redefine potential and clarify your goals. We'll help shift your mindset around traditional retirement and what you money can do for, helping you to get on track to control your money instead of the other way around. Along the way, we'll make sure we educate you so you can become the expert in your financial life. We typically work with individuals and couples who want to re-imagine and design the second half of their lives to better align with their passions and values. As fee-only financial planners, our interests sit squarely with you. Are you ready to live the life you want now with the money you have?