Ever wonder how the pieces of your financial life fit together.
No one strategy fits everyone, which is why every client gets our undivided attention—you may need cash flow planning, an analysis of the tax consequences of a decision, or a review of your estate plan. By understanding how all of the components of your finances integrate, we can work toward sound recommendations that will provide you with an in-depth, coordinated picture that will help you make sensible decisions about your life challenges.
Our process begins with an initial meeting where we discuss your goals, values, hopes, dreams, and areas of concern. While many clients already have goals in mind, we take the time to prioritize, clarify and expand your objectives.
Understanding Your Current Circumstances
Once we have a thorough and detailed picture of your financial life, we can develop and analyze alternatives to help you achieve your goals.
Planning for the Unexpected
A financial plan is typically comprised of several strategies, each designed to address a different piece of your financial life. Unexpected events can happen, and your financial plan should also include strategies for dealing with life’s contingencies, such as an accident or illness or even premature death in the family that could negatively impact your plan.
Implement and Review
Together, we evaluate the available strategies, decide on the course of action, and implement the recommendations. As your life changes, new techniques will likely be added, or your existing strategies will be revised. For example, it may make sense to increase or decrease insurance amounts, adjust your asset allocation, or look at a new tax reduction strategy.
How Often Will We Meet
We will meet with you as often as needed to review and update your plan.