The term financial planning encompasses a wide range of activities – tax planning, investment management, estate transfer and education planning, to name a few. The list of services and processes that fit beneath the financial planning umbrella is as wide as it is deep.
Good and effective financial planning recognizes the need to align your dreams, hopes and desired outcomes with the tools and resources to help you achieve them.
With this in mind, we build life-long relationships with our clients that begin with three important questions:
Where are you today?
Where do you want to be tomorrow?
What are you willing to do to get from here to there?
Thoughtful, considered answers to these questions help us to craft solutions that are right for you, and importantly, for your own reasons. These consider your children, and someday theirs, in the ongoing process that strengthens, unites and even defines your family for generations.