A financial plan analyzes an individual's or family’s situation- using current data and preparing forecasts- alongside their wishes and goals. It examines the feasibility of achieving the goals, identifies the risks that could obstruct their attainment, and offers the requisite solutions. Our financial planning services are designed to help you answer important questions such as:
Fee-only Financial Planners are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. As fee-only planners, we do not accept any fees or compensation based on product sales. We believe fee-only planners have fewer inherent conflicts of interest and generally give more comprehensive advice. Our clients best interest is our focus. We do not require asset management as a prerequisite for our financial planning services. Our Financial Planning services include recommendations on areas such as:
Six Steps of Financial Planning
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