Our client- focused process is specifically designed for helping you pursue your financial goals. We cultivate a relationship by first establishing your Life Goals, values and philosophies about money and finance. Discovery is an important first step to formulate strategies for addressing your life goals through the proper management of your finances.
ANALYSIS
Financial planning can help assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning. We analyze all financial statements from banks and brokerages, estate documents insurance policies real estate holdings and employee benefits plans. We examine detailed information about your daily, monthly, yearly expenditures and debt.
GOALS
We will discuss various life planning assumptions identifying short, midterm and long-term goals. We will explore your comfort level regarding conservative and aggressive strategies. We then mapping out various paths to take to realize those goals based upon these assumptions.
PRIORITIES
Clients often have multiple short, midterm and long-term goals. Many times, they cannot be met simultaneously. We assist with prioritizing those goals and develop a comprehensive customized plan towards pursuing them.
EVALUATION
Throughout our relationship we will meet periodically to evaluate your financial standing. We will adjust your financial plan for changes in employment, family circumstances and retirement. We will also modify the plan for unexpected life event such as a birth, inheritance or major illness.
