Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.
By understanding the role of financial planning in meeting your short, intermediate, and long-term financial aspirations, you'll be better equipped to control your financial future.
It all begins with our own educational client survey. Unlike most questionnaires that are really just sales tools, our survey, is designed to help you understand the really important choices you are making for your retirement years. You receive detailed information to review and solid feedback based on what you feel is most important to you, your own personal goals, and values! From there, we listen to you.
Our Approach to Financial Planning
- Discovery: Our first objective is to understand your needs, your goals, and even your financial fears and frustrations so we can develop a comprehensive strategy uniquely designed for you. After we listen, we'll show you how we think you can best address your personal goals and then we'll listen some more. After, we build your own custom financial plan we set in motion: several internal processes to address your individual requirements.
- Meetings: We will have many scheduled meetings the first year, and between two and four scheduled progress meetings every year afterwards to keep up with your ever changing life. If your situation requires additional meetings we will gladly meet with you as often as you need.
- Updates: We will update your planning to reflect the changes in your life. We understand that your needs change and some years will require substantial changes, while in other years we will update your assets and make sure we are not veering off track in the pursuit of your goals and dreams.
- Communications: Additionally, you will receive our weekly market commentary, monthly emails on timely planning information, quarterly updates on important financial topics: including strategic investment changes and personal seminars to keep you up to date.
Book an initial consultation with one of our financial professionals to create your personalized financial plan.
