We endeavor to make your life easier and more enjoyable, not more constricting and stressful. Our financial planning process is designed to place you in control of your money by helping you to align your finances and your F.R.I.D.A.Y.™ We don’t start by looking 30 years down the road and pulling some hard to define long-term goals into the present. We start with your current reality by assessing and optimizing your saving and spending picture today. We believe that a more conscious, real-time focus on your current financial picture will help you to better enjoy the present while naturally preparing for the future.
Our planning process will generally cover the following areas:
- Spending and Saving Alignment
- Retirement Planning
- Education Planning
- Insurance Needs Analysis
- Estate Review
- Net Worth Review
The process also provides the necessary background to begin constructing an investment strategy that best suits your needs and personal comfort level.