We understand that everyone has different goals and values. We take the time to get to know you so that we can deeply understand your current situation and what you would like to achieve.
We identify all your areas of concern and opportunity. We then create a timeline to work on the various areas starting with those that have the most impact and are the most important to you.
In order to assist you in moving towards your goal we need to create a financial plan. A financial plan is the method of bringing your future into todays perspective so we can see the impact of any changes made today. From the financial plan we can estimate what will be required to meet your goals and track your progress over time.
Along with the financial plan we need to determine what information needs to be colated and a method of delivery needs to be established to give you the summaries you need to make your day to day financial decisions.
Each year we will rotate the focus of your planning to ensure we regularly review your major goals and needs. Areas of focus will include tax planning, estate planning, business planning, and legacy planning. This ensures we review every aspect of your household as your situation changes and as regulation change.
Life is full of changes and we will periodically review your financial plan and update and fine-tune it to ensure it is in line with your vision and goals.