You have ideas as to how you want to live your life. Where and how you’d like to live, things you’d like to experience and do. Just like any journey, you are more likely to reach your goals when you have a road map to help guide you.
We start by assessing your current situation, and create an outline for how to get from "where you are" to "where you want to be". Have peace of mind that your affairs will be in order, and that you have the right plan, tailored for you, to achieve your goals.
What do we have today?
We start by summarizing your current net wealth to set a foundation for the Financial Plan.
Will it be enough to meet our needs?
We review your goals and determine if the amount you have saved and the money you expect to receive in the future will be enough to achieve your personal goals and lifestyle objectives.
What happens if things change?
We look at the impact of any changes on your situation to how much money you spend vs. save, how much you earn on your investments, and how long you live.