A strong planning process gathers information and data but specifically focuses on goals. Our approach involves more listening than talking. The result is a financial plan that seeks to protect your assets now, determine the probability of meeting your future goals and suggests changes that will increase your chance of success.
With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
This goal-based financial planning approach is designed to help you:
- Define customized short and long-term goals that ensure you choose only the most appropriate financial products and services
- Identify roadblocks or gaps that might impact your financial planning strategy
- Continually monitor your plan to ensure it meets your changing needs
Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you pursue your goals.