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"If you don’t know where you are going, any road will take you there."
- Lewis Carroll

Financial Planning

Step 1:

  • Identify and prioritize your goals and objectives
  • Gather Information that includes but is not limited to: employment, taxes, cash flow, debt, investments, insurance holdings, and special circumstances
  • Conduct an honest accounting of current spending and saving habits

Step 2:

  • Presentation of a written financial plan that addresses some or all of the following;
    • Net Worth
    • Cash Flow Analysis
    • Tax Efficiency
    • Retirement & Estate Projections
    • Risk Analysis and Management
    • Alternate Scenario Considerations
    • Implementation Strategy via wealth, estate and risk management tools

Step 3:

  • The one outcome we can guarantee is that life will not play out as illustrated on a chart or spreadsheet
  • We revisit our client plans annually to update investment outcomes and life changes
  • We can provide quick analysis and feedback when decisions need to be made around issues like;
    • Pensions and Severance Packages
    • Inheritances
    • Investments opportunities
    • Health Changes