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Feel understood.
Retire with confidence.

Schedule a Call
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Financial Planning

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Investments

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Insurance

Sound familiar?

Too many products. Old insurance policies, old company retirement plans, savings accounts. No guiding plan to organize and focus those assets. 

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Planning for a future state called "Retirement" and assuming this will be a fixed period of time and unchanging. Life in your early 70's and late 80's can look very different. Beyond financial issues. How do you want to age? Where? With whom?

Who will you be after you put down the professional role? Americans are very identified with their professional titles and positions. Some time spent thinking about how you want to approach the world without that mask, that persona, is vital. It will happen. Then what? We will help you think through that question. 

  • It’s hard to feel confident when everything is spread out and unclear. We help you organize your financial life so you can see the full picture and make decisions with more confidence.

  • Your later years won’t look the same from start to finish. We help you think beyond a one-size-fits-all retirement and build a plan that reflects how life really unfolds.

  • At some point, the title goes away. That’s a big shift. We help you think through what matters next so you can move into that phase of life with direction, not uncertainty.

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We’ll Make Your Next Chapter Feel a Lot More Clear

We typically work with clients who have at least $750,000 in investable assets. Our fee is 1% of the assets we manage.

If you’re not quite there yet but expect to be in retirement, we can add a planning fee to bridge the gap in the meantime.

How It Works

  • We start by getting to know you - your values, priorities, and current situation - using guided conversations and exercises like the Wheel of Life. This helps clarify what matters most and where you want to go.

  • Next, we dive deeper into your vision for the future and review your financial details. From there, we analyze everything and begin shaping a personalized plan aligned with your goals and lifestyle.

  • Finally, we present your tailored financial plan with clear recommendations and next steps. Together, we refine the approach and begin implementing actions to bring your plan to life.

About Context Financial

We care about your whole life, not just your financial life. We approach financial life planning with decades of experience, but more importantly, with heart.

As your partner for the journey, we’ll help you find the right questions to ask and guide you towards clarity as you write your own story.

Meet Our Team
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