Financial planning is …
- A critical first step. First plan, and then invest – so you know what you’re investing is about.
- An ongoing habit. Stay the course in volatile markets by keeping your own financial goals relevant over time.
- A personal event. A balancing act across and among your family’s fascinating, challenging, personal, professional and financial circumstances.
Common analysis include (but are not limited to):
- Objective second opinions on existing portfolios (complimentary)
- Retirement planning
- Cash flow and income needs
- College funding
- Insurance planning
- Estate planning
- Evaluating employee benefits
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Our financial planning process is …
- Disciplined, so you stay on track to reaching your goals.
- Flexible, to address the particulars you face and not waste your time on those that you don’t.
- Fee-only priced, for transparent and cost-effective value you can measure.
Some real-world examples of planning that we have done:
- Income planning and investment management for a couple retiring early
- The unexpected loss of a spouse
- Evaluating lump sum payouts and early retirement offers
- Estate planning for out-of-state property
- Consolidating random accounts into a coherent investment portfolio
- Managing a large inheritance/estate