Scorecards
Financial Planning
This tool helps us to understand you and where you are at in your planning process.
Have you determined how much is enough?
Do you have enough?
Do you have an idea of your cash flows?
These are some of the questions we will look at to determine your planning needs, and where we can add value to your situation.
Retirement & Investments
This tool provides a picture of your current understanding on your investments, along with your retirement distribution plans.
Are accounts setup as they need to be?
Have tax been taken into consideration?
How do economic conditions impact your portfolio?
Building an investment plan that works for you and your plan, and provides you with the information you need is of the upmost importance.
Lifestyle Wheel
Life Centered Planning isn’t just about the numbers, but also about you, and living your desired lifestyle.
We want to encourage you to look at not only your financial health, but also physical and emotional health.
How do you want to spend your time and resources, both now and in the future, and how ready are you for your desired future?
Estate Planning
One very important aspect of financial planning that can often be overlooked is the idea of finishing well, and transfers your wealth effectively and efficiently.
We want to ensure that you are prepared for that life event, and have the appropriate plans and documents in place for whenever that time may come.
