Financial Planning

This is the foundation or bedrock to helping clients reach their financial goals.  The French writer, Antoine de Saint-Exupery, once said “a goal without a plan is just a wish,” and it is by this philosophy that we assist our clients in reaching their financial objectives. Financial Planning is a proven process backed by years of successes.  Our planning incorporates the four step procedure based on organizing, formalizing, implementing, and monitoring. Financial Planning is an involved practice delving into all areas of your financial scenario.  You could consider this process your “financial checkup”.  Since this practice is so in depth and personal, and unlike some commissioned advisors or brokers, we provide this service on a fee basis.  What you are paying for is advice and guidance, and that is what we deliver free from worry about being sold some “hot” financial product. Planning incorporates these areas of your financial situation as they might apply: