Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.
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The truth is there are only five parts of any financial plan that you can control.
Start with the hard stuff.
You’re here, but you want to be there. We need to know how you think, and how you make decisions, because that’s how you got here in the first place. Plan on spending some time figuring out what you want to achieve. This is the hardest step, but the most productive. And the more willing you are to be honest, the better off we all are.
Examine your options.
There are usually several ways to get you where you want to be. But which one is best? And when you come to a fork in the road, should you take it or not? We explore each path, expose strengths and weaknesses, and help you decide which directions are best.
Assist you in choosing one.
Once we’ve explored each option, you’ll know which one is right for you.
Words sound good, but actions speak louder. We get your plan started, and yes, we manage the details. But you’ll have some things to do, too, like spending less than you make and saving the rest. Who said this would be easy?
Keep checking in.
The world is changing, your life is too, and the decisions you make will need to evolve along with everything else. That's why we don’t keep your plan on a shelf. We’re always monitoring it, and we’ll alert you if we see something that should change. (We also rely on you to speak up.) We’ll do the fine-tuning, to keep your plan on track, while you focus on living your one best financial life.
You can only make good financial decisions within the context of your goals, including which investments to own. Here’s how we help you do it: