Finding balance in life is about fulfilling your most important needs without falling victim to dangerous extremes. Finding balance in a financial plan, can be viewed much the same way.
That said, when tasked with planning for their personal financial lives many people don't know where to begin. Our planning process seeks to meet you where you are, no matter how much or how little planning you've done. Using a combination of fact-based inquiry and financial planning software, we seek to help you understand what you have, where you have it, and what it means within the context of your overall plan.
Whether you need to segment/organize your plan, dive deeply into your discretionary/non-discretionary cash-flows, seek tax-efficiencies, establish investment themes, or just revisit and update an existing plan, we're here to assist every step of the way.
When all is said and done, we hope to help you form a plan that you feel confident about in even the most extreme scenarios. Unlike other firms, we don't forecast what we don't know; we educate you on what we do know, so that you're empowered to make educated decisions on the matters that mean the most to you.
Continue reading to get an understanding of the types of preliminary questions we'll seek to answer as we begin to dig deeply into your existing plan. These types of questions allow us to grasp a deeper understanding of your situation and the areas of your plan that need more attention given your targeted objectives.