Why You Need a Financial Plan
At each stage of your life, your financial priorities change. It may be combining your assets and getting a mortgage at marriage, starting a new business, or planning to pay for college, a second home, or retirement.
You don't always need to sacrifice one for the other, but you do need to plan. Here, we specialize in reviewing all of your assets to provide a plan for the many futures ahead of you. Not only are your investible assets at stake here, you also need to plan appropriately for life insurance, taxes and estate planning.
Initial Meeting Program
We strive to provide you the attention to detail that your portfolio deserves, and ensure that all of your asset investments (investment, retirement, taxes, estate planning, insurance) align with your goals.
Our program starts when we meet with you and thoroughly discuss your personal and financial goals, your timeframe for results, and, your tolerance for investment risk.
Within approximately a week, I will use the information you've shared with me to provide you with a roadmap to reach your financial goals. Not charts and market statistics, but simple, step-by-step information that will give you the education and direction you need to know that your are on-track for financial success.
Together, we will agree on a course of action to carry out the recommendations and discuss any other professionals, such as an attorney or accountant, that may be needed. Rest assured, you will be provided with as much assistance as necessary to implement the agreed-upon recommendations.
Ongoing Meetings
It’s important to periodically review and revise your goals and the methods to reach them, taking into account life events, as well as the economy and changes in your portfolio. We re-connect with our clients every year on their anniversary to monitor their progress and make sure that the initial roadmap still fits their lifestyle.
In addition, clients are always welcome to call with questions and discussions throughout the year.