Start with a vision
A financial plan can help anyone who lacks the time, expertise, or inclination to manage his or her own finances. Sometimes, the desire to seek help is triggered by a life event, such as marriage, the birth of a child, or the death of a spouse. Frequently, clients ask for our counsel when they are faced with complex financial decisions they simply cannot or do not want to tackle alone.
Having a plan can be helpful no matter where you find yourself in life. The planning process is useful for setting short and long term goals, and for assessing how you are performing relative to your objectives. A roadmap can help guide you along your way, it can establish milestones, and point out potential pitfalls to avoid. We offer comprehensive written plans to clients who seek a 360-degree review of their financial picture.