Advantages of Personal Financial Planning

The Power of Personalized Financial Planning for Architecture Firms & Employees

Planning for the future can feel overwhelming. But one partner at this Pennsylvania architecture firm took control with Sensenig Capital by his side. Having become familiar with Sensenig through the services we provided to his firm’s 401(k), this partner sought to build a clear, uniquely tailored strategy for his personal assets. The path to reaching his financial goals is now paved with confidence, clarity, and a data-driven approach he once thought was impossible.

Client
Partner at a Pennsylvania Architecture Firm

Number of Employees
112

What We Provided
– Workplace 401(k) Plan Guidance
– Employee Education
– Personal Financing Planning

Challenge

Service That Doesn’t Stop at 401(k)

The story began with Sensenig helping a prominent Pennsylvania architecture firm choose a 401(k) plan that suited their business. During an education session we conducted, one partner at the firm shared his struggle: he wanted an advisor to manage his full financial picture but hadn’t yet found the right fit. He was uncertain about his retirement timeline; he needed expert guidance.

Being a partner in a successful architecture firm comes with complexity, a situation we know well given our deep experience of the industry. With ambitious retirement goals, this partner needed a financial expert who could bring everything together into a clear, strategic plan. Without it, he had no way of knowing if he was on track—or what steps to take next.

Solution

How We Helped Our Partner Achieve More

The Sensenig team knew this client would benefit from a personalized financial plan, so we got to work. Step-by-step, we guided him through our process toward clarity and confidence:

01 / Discovery

We began by collecting data and consolidating accounts to begin forming a holistic overview of his financial picture.

02 / Exploration

Then, we had a personal conversation with our partner about his goals — when and where do you want to retire? What sort of lifestyle will you want to lead?

03 / Brainstorming

Working as a true team, we came together with our planning hats on to think through the ideas we thought would best allow him to achieve his unique goals.

04 / Delivery

Combining our partner’s current financial state and future goals, we created a detailed roadmap to success that was concise, easy to understand, and powered by cutting edge tools.

05 / Execution

We handled the blocking and tackling of implementing our recommendations,
giving him the confidence he needs to worry less about his retirement.

We know the complexities of financial planning for architecture firm partners well. Many firms require partners to give years of advance notice before retiring, and payouts can vary—coming as a lump sum, multi-year payments, or a mix of both—creating important tax planning opportunities.

With deep experience in the architecture industry, Sensenig knew how to integrate these unique factors into a precise, customized financial plan. Because we helped create the firm’s 401(k) structure, we were able to align the partner’s business and personal finances, allowing these moving parts to work together in harmony.

Results

A Financial Future Made More Certain

In a retirement plan where timing and accuracy are everything, Sensenig delivered the clarity and strategy the client needed. Thanks to our partnership, our client enjoys peace of mind knowing he has a partner focusing on:

Investment Planning

Sensenig designed a personalized, diversified, and data-driven investment strategy designed to keep our partner’s money working in support of their unique goals and dreams.

Retirement Savings & Income Planning

With a clear roadmap for saving and spending in retirement, our partner now has the tools to track whether his income will support his future lifestyle.

Risk Management & Insurance Planning

Sensenig ensured our partner had coverage in place to protect his wealth, his family, and his long-term plans, while keeping his premiums to a level he could accept.

Tax & Estate Planning

With just a few key changes to their tax strategies and estate plan, we were able to help our partner keep more of his hard-earned money to solidify his future legacy.

This case study shows how the right financial partner can make all the difference. With Sensenig’s trusted guidance, the client gained a clear, personalized plan that brings everything together—helping him feel confident about his future and in control of his financial path.