Financial Planning

Financial Planning

The terms financial planning and financial advising have a broad meaning and are defined in many ways by many different types of businesses in the financial service industry. StoryOne looks at financial planning as a unique opportunity to put your story first and ensure that you have a plan in place that supports and enhances your personal journey.

The StoryOne approach to financial planning

We believe a broad-based approach to financial planning–one that encapsulates each and every aspect of the life of a family including retirement planning, investment management, estate planning, and risk management–is essential for individuals to secure their financial future.

To best create a financial plan, there is a need for deep understanding of an individual’s mission, vision, values, and goals. In addition, there must be clarity around an individual’s current financial data, such as assets, liabilities, income streams, planned sales of businesses, and expected inheritances.


For individuals who are not yet financially independent, our team can offer guidance and direction on such key topics as how to establish savings goals; effectively manage and invest the proceeds generated through the sale of a business; and how best to incorporate and plan for future inheritances.


For executives and business owners, executive benefits optimization is another crucial aspect of financial planning. Executives and business owners often have access to unique benefits packages, including stock options, deferred compensation plans, and executive bonuses. Maximizing these benefits requires careful consideration of tax implications, cash flow, timing of contributions and distributions from qualified accounts, and risk management. By optimizing executive benefits, individuals can enhance their overall compensation package and create additional wealth for themselves and their families.


Financial planning also focuses on how an individual can maximize the use of certain types of accounts to increase wealth while minimizing or deferring taxes. This may include the use of 401(k)s, IRAs, Roth IRAs, pension plans, alternative investments, taxable accounts, and trusts.


In short, financial planning involves orchestrating the interaction and coordination of all aspects of an individual’s financial, family, and charitable goals.


StoryOne’s comprehensive approach to financial planning addresses both short-term needs and long-term goals. By carefully considering the interactions of various competent parts of the financial plan, we can design and create outcomes that are custom tailored to help families achieve their goals.

Start your StoryOne Chapter Today​

Contact us to see how our personalized, story-driven approach to wealth management can guide you toward achieving your financial goals.


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