Financial Planning
When clients engage us for comprehensive financial planning, we begin with a deep discovery process. We look to get as full of a picture of our clients’ finances as possible, so that we can accurately recommend investment solutions and strategies. We view this as an opportunity to centralize your information, map out the path for accounts, define the purpose and timeframe for assets, and create reasonable expectations.
This is more than budgeting and investing. This is an ongoing process, building on the fundamentals so that your path is sustainable, and the ability to pivot is not financially insurmountable.
What we look at
This gives us the picture we need to properly start the planning process. Click on the image to see our document request list, to gain a better understanding of what we are looking at.