What We Do

Integrated and comprehensive financial planning and investment management.

YOUR NEED, YOUR VISION Working together

CLARITY CONFIDENCE DIRECTION

The Blankinship & Foster Way

Our proven process brings clarity, confidence and direction to your finances.

DISCOVER

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Understand your situation and what’s important to you.

Learn about our services and philosophy.

Develop goals, objectives and vision of your future.

CLARIFY AND ORGANIZE

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Gain clarity about your resources, opportunities and challenges.

Summarize the components of your finances.

DESIGN

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Design the right investment portfolio for you.

“Getting to How”: Create a game plan to maximize planning opportunities.

Integrate planning across investment, debt, tax, retirement, estate, and more.

IMPLEMENT AND MANAGE

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Implement your plan in “Bite Sized” action steps.

Proactively manage your investment portfolio.

ONGOING GUIDANCE

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Meet and review with you regularly to keep your plan on track.

Prepare for expected and unexpected life events.

Adjust planning and investment as changes happen.