GOALS BASED FINANCIAL PLANNING

Meet your life goals


A comprehensive goals based financial plan affords peace of mind and provides clarity to a family’s financial well-being. Scenario based analysis encourages confidence when making financial decisions. A well-conceived financial plan can give guidance to an appropriate level of living expenses, funding educational costs and evaluating retirement options and other potential life events.

PLAN ELEMENTS

Will and associated trusts review

Net worth statement

Asset aggregation

Portfolio analysis

Income and expense projections

Taxes

Family gifting strategies

Charitable goals

Education funding

Retirement objectives