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Building Your Comprehensive Financial Plan

Building Your Comprehensive Financial Plan

Initial Financial Plan

Our mission is to help you form a harmonious relationship between your goals and investments.   We accomplish this by first developing your Initial Financial Plan (IFP).   By the end of this 5-step process, you will have gained clarity regarding your values, current financial life, and future goals.  Your IFP will provide you with an understanding of where you are today financially, the steps you need to take today to provide financial safety and security for yourself and your family, and a roadmap of what you can and should do to ensure you can achieve your life goals.

On-Going Planning Support

Once your IFP has been presented to you,  we will meet as often as necessary during your initial planning year to make sure your IFP is properly implemented and all relevant issues are addressed.   Thereafter, we will update your Financial Plan and  make any necessary adjustments as your circumstances change.   The actual number of times that we meet each year will vary based entirely on your specific needs.  Some years we may meet every month and other years we might just have one annual update meeting.

 Click the following to read more about the comprehensive financial planning topics we may cover during your first year and beyond:  Planning Topics.