Financial planning is the process of tying your goals and values to the financial decisions that you make. It can be a simple goal like “I want to save for a vacation to Australia” or it can be something more complex like “How can I retire by age 55?”
You probably have a general idea of where you are headed, where you would like to be, and what obstacles stand in your way. You may be unsure of the best path to take, how to get there in the most efficient way, and what steps should be prioritized. That’s where we come in. We fill in the gaps and apply our expertise to help make the most of your financial resources.
Here’s a few hypothetical examples to help you understand what we do…
Ready to Retire!
George and Martha have worked nonstop for the past forty years. They are entering their 60s and it’s time for a well-deserved retirement, but first they need help making a few key decisions.
Help! Things are Getting Complicated…
Cynthia and John are entering their mid-30s. Their careers are taking off, they just opened a part-time bed and breakfast, their third child is on the way, and their finances are becoming more and more complex. They are successful, but they want to avoid making the mistakes so many others have made. Here’s a few ways we can help:
Always on the Go
Natalie is always on the go. She’s in her 40s and recently earned an award for being the top agent at her brokerage. As a busy entrepreneur and a single mom, it’s hard for her to find much time to plan for her quarterly tax payments, pay her bills, and learn about self-employed retirement plans. Simply put, her time is better spent working and raising her kids. She needs ongoing help with:
Want to work with us?