Financial Planning

Financial Planning

Financial planning is the process of assessing where you are and where you would like to be. This process can include conversations surrounding:

  • Short Term Goals and Liquidity Needs
  • Retirement Spending Goals
  • Paying for College
  • Taking Care of Loved Ones
  • Estate Planning
  • Insurance Coverage

Plan Development

We’ll pinpoint your sources of income, size up expenses, implement a savings program, and help manage your assets and risks.

Plan Maintenance

Creating a plan once is a good start, however, it’s the ongoing process of updating your plan that keeps you on track and illuminates any potential problems.

Probability Based Planning Outcomes

Our process for monitoring and managing your progress toward your goals includes cutting edge software modeling, taking thousands of iterations of your plan and assisting us in keeping you on track toward your end goal.

Ready to Get Started?

Reach out with any questions or to start a conversation.

Financial Planning
Please contact us today with any questions or to schedule a complimentary consultation with one of our team members:


Telephone: 207-319-7373
Fax: 207-319-7388

Office Location:
254 Commercial Street
Suite 245
Portland, ME 04101