Values Based Financial Planning

A more personalized approach.

Integrated Life and Financial Planning is an independent Durham financial services firm specializing in a unique, personalized approach to financial and life planning. We call it a “Values Based Approach to Financial Planning”.

Often, financial advisors work to shape your life to meet your financial realities. Our approach is a bit different.

We want to assist you in living the life YOU envision. We then work with you to create a financial road map to support that vision!

A Disciplined Approach

With over 20 years’ experience, we follow a highly logical and disciplined approach.  We utilize time tested strategies, a planning based approach to investment management, and are strict adherents to modern portfolio theory. Having also taught and coached based on the book “If Your Life Were a Business, Would You Invest In It?, John Eckblad and David Kiel, McGraw Hill., since 2006, Jerry keeps the concept of creating a more satisfying life in the forefront of all his planning work.

A Client Centered

Our clients  and our brand and culture  are different than a typical firm.

We enjoy working with people who want to be their best and appreciate someone who will support them in the goal. We look forward to the challenges you may bring us. They bring out our best work!

If you would like to learn more, or see if this approach might be a good fit for you, feel free to set a time for an initial phone call or in person meeting using Jerry’s online schedule.

(The system will send you a confirmation email immediately. If you do not get one, the appointment did not register properly; perhaps you did not click through to the end.)

 There is no cost or obligation for the initial call. We want to work with people who feel they will benefit from our approach.

                   Perhaps this is just the type of change you have been looking for!