Financial Planning

Our financial planning process is designed to keep you involved throughout the entire process,

First, our goals based planning approach helps us plan for and prioritize the things that matter most to you. It presents an opportunity to think about what you want to do as you approach retirement. If you are already retired, your priorities may become different than what you thought they might be before retirement. We can plan for those priorities as well. 

Second, once the plan is completed you will have online access to not only the plan, but a separate "what if" section that allows you to try different scenarios such as what if I retired at 62 instead of 65, or what if I take social security at 67 instead of 62. You can see instantly how those changes affect the probabilities of achieving the goals we have established.

Third, the plan is always adjusting to real world scenarios such as market corrections which may change the plan results. This is very important because creating the plan is just the beginning. Monitoring it to make sure you're on track is the important part.   

Each plan is unique and custom tailored to you and we will work closely with you to make sure that you're always working towards your goals.