Establish realistic goals.
|Often people want: a financially
secure retirement, college education for children, a dream house
or vacation home, an estate to pass on to children or charity.
|2. Gather financial data.
|We analyze strengths and
weaknesses in your financial situation including: liquidity,
cash flow, taxes, insurance coverage, investments, employer
benefits, retirement planning, estate planning.
the amount of money you will need in tomorrow's dollars.
||Using “what if…” projections
to pinpoint shortages, we identify potential obstacles and constraints
in attaining your goals and suggest alternate strategies.
The projections take into account inflation, taxes, and reasonable
a coordinated investment strategy based on your goals, time
horizon, and risk tolerance.
||Once we know where you are
in relation to where you want to be, we design an asset allocation
plan for all your invested assets.
Establish specific savings targets.
|5. Present a comprehensive, customized
report that organizes all of the many facets of your finances.
|We recommend specific
strategies that can improve your situation. You have
a roadmap to follow and clearly understand what actions you
must take to be more financially secure and successful.