Financial Planning

About Financial Planning

Financial Planning is a process of setting objectives so you can meet and exceed the goals you have set for yourself and your family not only in the longer term but the shorter term as well. Working with our clients there are many elements to financial planning most we have outlined individually throughout our site.

Some include Retirement Planning, Estate Planning, Risk Management, Tax Planning, Mortgage Planning, and College Planning. Of course, we tackle these throughout a client’s life, it’s not a one-time event but an ever-evolving process. Remember, Rome wasn’t built in a day.

Throughout your life, you will incur many obstacles along your road to financial independence. Careful planning protects against the unexpected, by helping individuals prepare for a loss of income, unexpected illness, or other life events.

Building a financial plan is a four-step process:

Meet & Greet – At our meeting, we expound on our background and beliefs and our clients tell us what keeps them awake at night

The Discovery Interview – During this meeting, we ask what matters most to our client and gain a deep understanding of their motivations

The Feasibility Study – We meet and discuss our recommendations and start implementation

Lifetime Financial Strategy – Financial planning is a process. Some clients we meet monthly, others quarterly but all we meet annually and review your plan and make any necessary adjustments or changes.

The pursuit of your long-term financial goals begins with a Financial Advisor who can help your reach them. Once we have a deep understanding of your distinctive needs we can plan and execute strategies, drawing from the products and services of the world’s largest and most financially stable institutions we are fully equipped to meet your objectives today, tomorrow, and for your lifetime.