At Common Interests, we take pride in the fact that the whole is greater than the sum of the parts. We can analyze all of your and your family’s financial concerns; from retirement planning, tax planning, college funding, estate planning, debt management, and insurance, and come up with a plan, built specifically for you, based on your needs, timeframe, and goals. We discuss strategies for setting and meeting your goals, and work through the financial planning process to come up with “The Plan”. The Plan is the deliverable, product, and end result. Comprehensive financial planning, and planning for each of its individual areas of concern is done on a fee basis based on an hourly rate. This way, you can either take it home and implement it yourself, or come back and we can do it together.