Planning
"There is only one success - to be able to spend your life in your own way."
We follow a disciplined approach to helping our clients succeed and this begins with goal setting and prioritizing. What do you want to achieve: college funding, retirement, business building (or selling?), career change?
Before a plan to reach these goals can be designed, an accurate snapshot of your current financial landscape must be developed to include your assets and liabilities, spending and budgeting patterns, values and risk tolerances. Each element figures prominently in crafting the appropriate investment portfolio which will target specific client assets for both intermediate and long-term needs.
Because few things remain constant, ongoing communication about the economy, your investments, and changes in your current lifestyle help to keep everyone informed and confident that you remain on the right track.
As fee-only planners, we do not provide insurance, legal, tax or accounting services, however, successful financial planning often requires the input of a coordinated team of professionals. We work with or help to assemble that team in an attempt to capture all the relevant factors that might impact the success of your plan.
Our clients are typically busy people who want to simplify their lives. Would you rather spend time with your families and careers or try to keep up with the ever-changing world of personal finance? We're looking to work with individuals willing to delegate that responsibility.
If this fits the description of a financial planning practice you can see yourself working with, we look forward to speaking with you. In the meantime, please scroll through our "FAQ" and "Our Thinking" pages to better see how we keep clients "in the know".