Business owners rely on a business plan, teachers develop a lesson plan, athletic teams formulate a game plan - planning is all about being prepared. A Life Goals Plan is a “game plan” for achieving your most important financial goals – a roadmap for success based on a coordinated plan of action. We start out by just listening – tell us what’s important or what you would like to accomplish - then we will analyze your entire financial picture to see what needs to be done.
What’s the point of investing your money without financial goals – and how will you know if you’re staying on track? What if your goals change – will you still have an effective investment program? Are your investments too risky – or not risky enough? What good is investing for retirement, if you get there only to discover that how you invested your money has not provided what you need? If you’re going to invest – it needs to be done the right way!
We understand there may be times when you just need some help with specific areas - or just some general financial advice. Our General Consulting Program can provide some flexibility by allowing us to address those requirements. And, we'll be happy to meet with you first to discuss your needs.