Financial Planning Process
We start with an interview or “financial planning consultation” to learn what makes you tick.
Understanding your lifestyle and how you envision your future helps us customize your path to building wealth. We’ll discuss:
- Immediate & long term goals
- Your risk tolerance
- Retirement age & expectations
- Expected & unexpected life changes
- An inventory of your current portfolio
Every person’s situation and end goal is different so there should never be a “one size fits all” approach. As we move along together, we’ll customize a plan to focus on your financial aspirations and how to best protect them.