Financial Planning

Get the peace of mind that comes with being prepared for the future.

financial-planning-process

Financial Planning is more than a dusty binder that sits on a shelf that you look at every few years.  It is a comprehensive, planned approach to making the best of your future.

Comprehensive Financial Planning is dynamic and ever changing,  just like your family is. We look at all of your assets & liabilities in one consolidated combined view.

Financial Planning includes:

  • Real Estate- primary home (rentals or secondary properties)
  • Ownership in your Business or company Retirement Plan
  • Your personal investments and/or IRA’s
  • Trust Accounts or Life Insurance Policies
  • Mortgage or other Debt and Reward Programs
  • Education planning
  • Estate Planning Flow Chart
  • Cash Flow Analysis

From here, we are able to gain a better perspective on where you are at, and we provide guidance on where you want to go and advise what is needed when you arrive.

In addition to the above, each client has a personal vault where we are able to digitize those items of importance for proper risk management and safe keeping:

  • Will/Estate Plan
  • Tax Returns
  • Passports
  • Appraisals
  • Important Photographs