How we can help you with your financial plan

Our financial planning engagements can be as broad-based or as narrowly focused as you want.

Broad-based plan:  We complete a thorough analysis within several different areas that may impact your life.   For example, a broad-based plan can include areas such as retirement planning, cash-flow & budgeting, tax planning, estate planning, investment management, etc.

Narrowly focused plan:  Per your request, we may concentrate on reviewing only a specific area for you.  For example, we can help you fund a child or grand-child’s education.  These services focus only on certain areas of your interest or need.  So, your overall situation or need may not be fully addressed due to limitations on the scope of this engagement.

Regardless of whether you hire us for a broad-based plan or a narrowly focused plan, we help you understand the plan we created for you, provide you guidance in implementing the plan and can also offer periodic reviews thereafter.  In all our financial planning engagements, you retain full control over implementation decisions and are free to accept or reject any of our recommendations.

Our financial planning engagements can be as broad-based or narrowly-focused as you want.