Comprehensive financial planning is like a financial jigsaw puzzle. You’ve got all these different pieces - estate planning, retirement, budgeting, saving, investing, risk management and growing and preserving wealth - and they all need to fit together to create a complete picture of your financial future. We are your personal puzzle master, helping you put all the pieces together in a way that makes sense for your unique situation. It’s not just about your money, it’s about creating a strategy that aligns with your personal strengths, goals, values, and lifestyle. Comprehensive Financial Planning doesn't end with a written plan; rather, it's only the beginning. A great financial plan grows with you and adapts to your changing goals, life circumstances and financial needs.
Prior to our initial consultation, you will be asked to fill out a confidential questionnaire. Gathering this information in advance allows us to focus our meeting time on discussion and getting to know each another, rather than on collecting data.
Our distinctive approach involves two to four meetings within the initial planning year. During these sessions, we thoroughly review your financials, investments, and goals. Additionally, we assess your values and strengths to gain a deeper understanding of who you are and to effectively align all elements. This method empowers you to identify what genuinely holds significance, allowing for the pursuit of financial goals that resonate profoundly with your core values. We will continue with the following steps:
During the financial planning period, we'll collaborate with you to pursue your individual goals and put into action any suggested strategies. Our support extends to unlimited email and voice assistance whenever necessary. At the year's conclusion, we compile your values, achievements, established milestones, net worth, balance sheet, cash flow statements, and current financial status into a detailed Comprehensive Financial Plan.