Financial Planning

A financial plan is a customized roadmap designed to increase your chances of achieving your life goals.  It starts with me getting to know YOU – your values, attitudes and challenges around money, your goals and your current situation. I then work with my strategic partners, which include a team of Certified Financial Planners ®, to build a customized plan to guide you toward your ideal financial future. And, as life changes, which it will, I work with you to adjust your plan accordingly. A financial plan can:

• Clarify your values, priorities and life-goals.

• Increase your chances of accomplishing those goals.

• Help you make better and more-informed decisions around things like investing, saving for education, debt management, health and long-term-care and retirement.

• Give you a greater sense of security and peace of mind around your finances.

• Allow you to potentially reach financial independence sooner.

Who can benefit from a financial plan?  Professionals in their 40’s who are trying to navigate multiple priorities such as home ownership, education savings, debt management along with short and long-term savings.  A Financial plan can also benefit those in their 50’s or early 60’s who may need to play financial catch-up or who are ready to lay out a path to make work optional. If you’re curious as to how a financial plan can benefit you, let’s schedule a time to talk.