Financial Planning
Making every dollar count
Comprehensive Financial Planning for real people.
When we create a financial plan we want to be thoughtful about what it entails, and we want it to last. We’re particular about who and how we help, because our standards are so high, and we think that’s important for your plan.
The areas we address include: Net worth statement, cash flow analysis, education planning, investment risk tolerance, portfolio stress test, portfolio evaluation, retirement income analysis, life insurance review, long term care review, property & casualty and liability insurance review, long term taxation analysis, income tax analysis, tax credit review, estate planning, charitable/ philanthropic legacy strategy and more.
That’s a lot.
Everyone’s plan is different, and some of those areas may not be a big concern for your plan, just know we cover them, and we’ll discuss YOUR plan when you book a consultation.
HOW IT WORKS
Define your goals
The best way to plan for your future is to be specific about your goals and values.
refine your plan
We work with you to craft a financial plan that supports your desired goals.
impliment your strategy
Start saving. We continuously refine your plan to meet changes in your goals.