A financial plan is an analysis of your current and future projected income, spending, assets, and debts/liabilities. Going through the process of putting a detailed plan together allows us to identify the strengths and weaknesses of your financial situation. Taking advantage of these opportunities and making changes is what could make the difference in you reaching your life goals.
For what we call our Retained Services Clients, we keep your financial plan alive and updated as time goes on. By frequently checking in with your plan, we can track your progress towards goals. We also use the plan as the basis for your investment strategy, because it allows us to clearly see when they will be adding to or withdrawing money from your portfolio.