We advise you in developing a plan to achieve your goals.
In the course of a busy personal and professional life, it can be hard to find time to focus on your own finances. We help you develop an appropriate plan and then stay on top of the details to ensure you are meeting your objectives.
Creating the right financial plan is a multi-step process:
- Personal Goals Statement. Our focus is helping you achieve both your financial and personal goals. We identify and prioritize your lifetime goals as a roadmap for all your wealth management decisions.
- Financial Foundation Analysis. We prepare a “baseline” summary of all key personal financial items – Assets and Liabilities, Income and Expenses.
- Cash Flow Modeling. We then develop goals-based projections and connect them to the management of your assets.
Together, these three steps become your Comprehensive Financial Profile, incorporating your personal goals, net worth, lifestyle and cash flow needs.
Once the Profile is completed, we manage the plan on an active basis. We prepare a “to do” list of periodic items to be addressed and monitor them on an regular basis.
If you need assistance developing or reviewing your financial plan, contact us for a complimentary consultation