Every business has a business plan. A great business plan is a formal statement of a set of business goals, and is a living, breathing blueprint for the direction of the business. Likewise, every individual should have a financial plan that gives an essential roadmap for success and projects your long-term goals and the route you intend to take to grow wealth and stay on track. As wealth managers, we can help you.
Working with clients begins with a discussion about money. The who, what, why, where and when questions all apply; who are you saving for, what are you saving for, where are you investing, when do you want to use the money, etc. While we believe these questions will serve as the basis of our planning assumptions, we really want to get to know your motivations and your aspirations to further develop a financial plan that inspires you.
In our view, the most important part of your plan is not the document, but the follow up. We can show you how much income you will have during retirement, but it’s making sure we are progressing towards your goal every year and making the necessary adjustments along the way that is the most important. We are here to help you achieve your goals and not get lost along the way. In the end, we are here to be your partner in this life-long journey.