So when it comes to your financial management, investments are only the foundation of the big picture. Panoramic’s Advanced Planning process will identify other areas in your life where attention and strategy may be needed. We will help you think through any future financial challenges, while collaborating with you to implement intelligent solutions.

Most financial advisors don’t attempt this type of sophisticated financial planning, or provide it only on a reactive basis.  But at Panoramic, we use our expertise to continuously strengthen your entire financial picture. In other words, we’ll help you address and create intelligent solutions for concerns like:


My student loans are bigger than my attending salary. How will I ever pay them off?

Is Public Service Loan Forgiveness the right path for me?

What's a back-door Roth IRA contribution and should I be doing one?

Which of my employee benefits do I need to take advantage of?

Can I afford to send my kids to a great college?

Which investments should I choose for my 401(k)?

I'm an independent contractor and need to set up benefits and a retirement plan. What should I do?

How do I counter-punch all these enormous taxes I pay?

Will my family be ok if I “kick the bucket” early in life or become disabled?


If this sounds like what you’re looking for, then we’d love to meet up sometime.