Goal Based Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a client’s goal to invest is often specific and affected by their stage of life. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, family dynamics, health concerns and much more.
By setting goals to meet short, intermediate, and long-term financial aspirations, you’ll be better equipped to control your financial future.
Our Approach to Goals Based Investing
- Discovering You: Our process begins with a consultative discovery meeting designed to learn more about you and your goals. This is also an opportunity for you to learn more about what we do, and see if we’re a good fit for your needs.
- Strategy Planning: Once we learn who you are, we’ll start developing your personalized plan. Through our strategy-building process, we’ll create a set of personalized goals — for the short, intermediate, and long-term — that aim to fulfill your overall financial strategy. We use a consultative and iterative approach, so each session brings us closer to the financial objectives we set together.
- Implementation: Whether it’s making the right investment decisions, choosing the right insurance plan for you and your family, saving to reach your retirement goals, or creating an estate plan that preserves your legacy; our financial professionals will be right there by your side. Through foresight, encouragement, and professionalism, we’ll make sure each step of your plan is implemented.
- Review and Support: We’ll help you stay on track to meet your objectives. Through regular reviews we’ll consult with you to keep track of progress and make modifications if necessary to your strategies and plans as needed.
