Client centered Financial Planning focuses on the Why and How of your life.
What is the Why of your life?:
Why do you do what you do?
What are you hoping to accomplish?
Describe your successful life in the context of how you see your life unfolding.
What is the How of your life?
What are the skills and resources that you bring to bare in pursuit of the why of your life? Today? Tomorrow? Guaranteed? Potential? Can we enhance your outcome?
Exploring obstacles and challenges you may face and strategies and products which can mitigate these obstacles and challenges.
Math is not Money and Money is not Math:
Financial Planning is a design challenge. Too often Financial Planning is addressed as a straight math problem. It requires us as Financial Planners to listen and understand your life goals and challenges.
If you are thinking like a designer,
then Financial Planning is a Process.
“Life is what happens to you when you are making other plans”
– John Lennon
If you would like to explore your plan and financial strategies for your life,
May we Invite you to give us your contact information so that we may continue the conversation?