Financial Planning
Confidence...
that your financial plan correctly reflects your needs, goals and preferences.
Values and Goals...
driven process of planning. We don’t have you fill out a questionnaire; we have a conversation – many conversations to ensure we understand you.
Transparency and Accountability...
in execution of the plan empowers you to breathe easy and develop greater faith in your financial future.
What’s included in a financial plan?
Your Goals and Preferences...
(timing, risk etc…) are at the heart of planning and our recommendations. We account for the unknown and undesirable – so you will be taken care of no matter what happens.
Life Events...
such as retirement preparation, living in retirement, education, creating a legacy are considered, analyzed and our job is to make sure all aspects of your financial life are planned and executed.
Comprehensive and consistent monitoring...
along with any necessary adjustments, ensure we stay on track to reach your goals. We are completely transparent and are proactive in monitoring and providing guidance. We can’t control the uncertainty of the markets, but we can increase your faith in your plan through our comprehensive, values-based planning approach.
Schedule a 15 minute call so I can share how mental shortcuts and emotions influence poor investment decisions, and what to do about it.
