Comprehensive Financial Planning including Retirement Planning and Investment Management, and Estate Planning strategies.
I specialize in assisting families in determining their investment goals and objectives and providing solutions to reach them. This can only be done by gaining a thorough understanding of what each investor and their family wants to accomplish. Once we achieve clarity about your personal financial goals we can create a plan to reach them.
A financial plan does not have to be a complex document. It needs to reflect your financial vision, and serve as your financial roadmap.
The process of creating your plan has four steps:
1. Clarify your present situation and determine where you want to be in the future.
2. Collect and assess all relevant financial data including assets and liabilities, tax returns, insurance policies, wills, etc.
3. Provide recommendations and alternative Investment solutions.
4. Monitor your plan and make any necessary changes in order to stay on track to reach your goals.
We like being in control of our financial destiny, and every day we’re faced with decisions that challenge that control. Some are important, some are not. But when it comes to money, you can’t afford to get caught up in decisions over which you have no control.
Instead, devote your time and energy to the things that matter most to you AND that you can control. If you can say both those things about the decisions you face, then you can feel confident that you’re focusing on the right things.