We begin each client relationship with an in-depth values discovery process that helps you uncover what is most important to you. Using values cards to focus your thoughts, you'll identify what aspects of life make you feel happy and secure. Your values provide the context for an honest financial assessment.
As your financial picture begins to emerge, gaps and potential opportunities become apparent. This provides the starting point for a deep analysis tailored to your values, goals, circumstances, resources, and comfort with risk. When life or the market changes, you may be tempted to make financial decisions from an emotional place.
As your financial picture begins to emerge, gaps and potential opportunities become apparent. This provides the starting point for a deep analysis tailored to your values, goals, circumstances, resources, and comfort with risk. When life or the market changes, you may be tempted to make financial decisions from an emotional place.
Services
But they share a common perspective - they understand that money is simply a means to an end, not an end in itself. Can you approach financial planning with an open mind and a willingness to trust the process? Show you how you can work towards your personal financial goals with a realistic plan that respects your priorities, life experiences and comfort with risk.
A: The first time we sit down together is all about seeing if we're the right fit for each other. We hope you'll come in with many questions, so you can get to know us, understand our process, and decide if our services are what you are looking for. There is no charge for this meeting. A: We guide you through every aspect of your personal finances.
We can help you plan towards a worry-free retirement now, so you won't have regrets later. Most of us have deep concerns about what life will look like when we no longer have a regular income. What will it cost to maintain my lifestyle? How will I recreate my income from other sources? Will I need to work longer than I planned?
We can help you think through what would happen if you became disabled or died unexpectedly. Would these events keep you from being able to fund the education or retirement goals of your dependents? Many people assume that their employee benefits provide all the life insurance and disability coverage they need.
We can help you develop a plan designed to cover the costs of getting the help you need, in the environment of your choice, without sacrificing your retirement lifestyle. There's no question that we are living longer than previous generations. Healthier lifestyles and medical advances have given us many more years to look forward to.
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