We will work with you to build a customized portfolio based on your individual investment goals, risk tolerance, and financial situation. The portfolio we build together will be focused on helping you to achieve your specific goals.
Our financial planning services are tailored to address your current and future financial needs. Our comprehensive planning process takes into account the key areas of your financial life – including estate planning, insurance, college savings and retirement needs – and culminates in a personalized financial plan decades into the future. Then, we work with your attorney, accountant, insurance agent and other professionals to execute our plan. Our secure financial planning portal helps you keep track of your goals.
If you would like to begin your financial planning process, we can send you the materials needed to get started and schedule an introductory meeting.
You may also consider preparing a Financial Caretaking Plan which outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own. This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok. We can work on this report together to reflect your plans. To get started, please fill out the information on the first page of the Financial Caretaking Plan and then click the “Next” button. As always, contact our office if you have any questions.