What's on your horizon?
Identifying your goals and helping you meet them is the nexus of financial planning. A good planner will help you see beyond your immediate horizon and consider the long term effects of your actions. Our experience with other clients can help us help you identify objectives that you may have never considered.
During our first meeting we will analyze your financial situation, but the focus is determining what your objectives are. After all, we cannot develop a financial plan without having objectives to meet. We work with you to make sure you identify and meet your life’s goals. As your life’s needs change, we'll be there to help you adapt and plan accordingly. Whether it is funding 529 plans for your children or deciding when to move to a larger home, we’ll be there to guide you through it.
In order to determine the feasibility of your objectives, your budgeting and savings rate will pay a major role in this analysis. If you haven't done so already, we'll help you analyze your budget and personal savings rate.