The financial planning process begins by understanding who you are and what matters most in your life. It requires you to take a step back and view your complete financial picture through a wide-angle lens. We’ll have a detailed planning discussion and try to uncover the answers to relevant questions, such as:
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- What is the ultimate goal for your money?
- Are you on the right track financially?
- How can you reach financial independence faster?
- How can we incorporate all of your objectives into one cohesive plan?
These discussions are important in helping us tailor our recommendations to your situation. We leverage technology for a dynamic planning experience. Our software allows you to aggregate and view all of your financial accounts in a single online platform. We create financial plans in real-time and update them as your life evolves. Once the plan is in place, we’ll create your customized investment strategy and allocation to ensure your goals are accomplished.
Some of the common Financial Planning areas I address:
- Cash Flow / Budgeting
- Retirement Income
- Charitable Giving
- Estate Planning
- Social Security
- Major Purchases
- College Education
- Asset Allocation
- Taxes
- Insurance