Financial Life Planning.
Your life – financial life planning stage.
We spend quality time getting to know you. Sometimes we ask questions, sometimes we just listen – you’re in charge. We discuss your goals, your hopes and dreams, your wishes for the future. Then, we get to work.
Your finances – financial planning stage.
Using innovative cash-flow forecasting software, we conduct an in-depth analysis of your financial situation. We challenge this forecast to ensure you can maintain the lifestyle you want as well as achieve your goals. We ask the big questions. How much do you need to retire comfortably? How much can you spend now, without concern for the future? And how much risk are you prepared to take with your assets?
Our advice – financial advice stage.
We create a tailored plan that will align your personal and financial goals. At this point, we discuss Wills and Lasting Powers of Attorney. Then, when you’re happy, we help you put the plan into action.