We start by listening to your dreams, vision, and values. Then we seek to understand your entire financial picture - your primary financial objective, your family information, the components of your net worth, the details of your assets, how you plan to distribute your estate, and your expected cash flow - both income and expenses.
We take our time to get to know you before developing a plan because all financial goals stem from the most important thing of all – what really matters to you. For some clients, it may be providing a college education for their grandchildren. For others, it is simply having an income, for the rest of their lives.
Your personal strategic financial plan is custom designed for you and your situation. We always carefully document it, and present it to you. After all, your plan is the financial roadmap to help you meet your life goals!