We Position Ourselves as Your Partner to Work Toward Achieving Your Unique Financial Objectives
The great Benjamin Franklin once said "if you fail to plan, you are planning to fail." We couldn't agree more. Many of our clients come to us when they are struggling with a financial decision. It might be a decision about when to retire, whether or not to buy a vacation home, or if they should start their own business, but the reason for their indecision is usually the same - they lack a solid understanding of their long-term financial picture. We help our financial planning clients chart a course of their own that is designed to likely to meet their unique objectives.
We offer financial planning as a complementary service to our clients.
Our financial planning process gives you a comprehensive view of your entire financial profile by following a time-tested process:
Gathering data – We work with you to gather information about your assets, liabilities, income, expenses, and other key aspects of your financial situation.
Setting goals – We guide you through a process to establish and codify financial goals for your family. Each family is unique and their goals are often unique too.
Analyzing scenarios – We run a base case scenario that will help us determine if you’re currently on track to achieve your goals. If you are, we discuss ways to optimize further. If you are not, we run multiple scenarios that change key variables to get you on the right track.
Identifying a plan – We ultimately help you decide which path to chart for your family that has the best chance of success.
Checking in – We revisit and update the financial plan as much as necessary to adjust for changes in your financial situation or your financial goals. Things change and we make sure your plan changes when your financial situation or your goals change.
Addressing the Complexities of Your Wealth
Our financial planning services are often applied as an add-on to investment management because we know that the details of your financial picture intertwine with one another. If you’re interested in learning more about how we help, we encourage you to contact us.