The critical first step in a well designed, comprehensive financial plan is recognizing the need for protection. Upon the foundation of protection, financial analysis can help direct the proper planning to achieve your goals and objectives, while honoring your risk tolerance and future income needs. A well laid financial plan is not static, it is a roadmap that is designed to evolve with you throughout your life stages and changing needs.
Our wealth management process starts with a discovery partnership. We will work with you to establish your financial understanding and build out your financial vision. As your partner, we are able to help you set your objectives and goals, and therefore create the plan that aligns with your concerns, as well as your dreams. Your unique wealth management plan will be designed to flow through your life with you, from wealth accumulation to preservation to distribution.
If you have children, a comprehensive financial plan should address future education costs. We will guide you through the conversations that will frame your expected college education costs, as well as design your unique plan to address them. Finding the right balance between future expenditures and retirement planning will be a focal point of these discussions.
For many of our clients, creating their vision of retirement is a crucial first step to retirement planning. A well planned for retirement exists at the intersection of your intentions and your impact. We partner you through the space between where you are and what you are striving for. The result is a retirement plan that is designed to address the most common risks in retirement: future market volatility, tax minimization strategies and healthcare costs. At the conclusion of our process, you will feel confident that these retirement pitfalls have been addressed.
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