"Coming together is a beginning, staying together is progress, and working together is success" 

- Henry Ford

Is Techne Planning for you?

While we would like to help everyone and will continue to build out resources to provide value to everyone. Our ideal client is…..

  • within 5 years of retirement or already retired looking for a trusted professional to develop and help implement their financial plan. Investable assets over $500k

    or

  • well earning individuals and families focused on accumulating assets, growing their net worths over time and juggling multiple financial goals. Typical household income over $200k

What to expect from a “fit meeting?”

Discussion around what is on your mind. A conversation around your financial goals and an inventory of your current situations.

How we work with clients? How we are compensated? Upfront thoughts on current situation and opportunity to add value.

If a good fit as a client. Discuss next steps.