We believe that financial planning is very complex and can be intimidating to those unfamiliar with how to approach it. To be done correctly and thoughtfully requires a coordinated effort between many parties, no different than one’s medical care. We have often found that too many financial professionals in our industry focus on just one area of their client’s needs, such as the management of investments or insurance, which can lead to coordination gaps or missed financial planning opportunities.
In reality, planning should start with a deep understanding of our client’s unique personal situation, dreams and goals, concerns and fears, and past experiences. Only once we have gained a rich understanding of our client’s individual needs have we earned the right to assist them with something as personal and important as managing their family's wealth. From there, we incorporate interrelated forms of planning: investment and retirement, business succession (if applicable), and estate and tax planning. This often requires coordination and planning with other parties, such as accountants and attorneys.
Our clients have told us that the difference between having their work done and having it done as well as possible has meant greater confidence and clarity with their planning. Life can be stressful enough; let us take the stress of planning your future off your shoulders so that you can focus on the things in life that are most important to you.