Where are you headed?
Where do you see yourself in five years? Ten years? How about in retirement? Your financial goals are as unique as you are, for they’re the foundation of your personal hopes and dreams.
Goals don’t achieve themselves anymore than you’ll wake up at the beach simply because you imagined being there.
To get where you’re going, you need a map.
And by map, we mean a financial plan.
Financial planning counseling
Getting to know you is where our financial planning services start.
Then on to resources – you may have a pretty good idea of your current money situation, or perhaps you don’t. We’ll uncover your personal, business and family financial goals. And we’ll put a strategy in place to pursue them. (Oh, and a few other steps, too.) Sound simple? It’s not, but we’ll make it look easy.
Retirement planning counseling
Planning for your retirement includes identifying potential sources of income, estimating your living, healthcare and other (fun) expenses (think travel or a vacation home), putting together a road map, managing your assets according to that map and more. It’s never too early – or too late – to start.
Streamlining financial affairs
It’s usually a good idea to streamline your finances as much as possible. Consolidating retirement and other financial accounts, getting rid of unnecessary mutual funds and automating your bills are a few of the ways to make things simpler for you now and in retirement. How much streamlining can we do for you?