Planning – the Critical First Step

Experience has taught us that a written financial plan is the critical first step to future lifelong financial security. This plan takes into account your belief system, your dreams and goals and objectives for the future. It must consider both nonfinancial as well as financial elements. As your financial Mentor we have years of experience in drafting financial plans for clients.

There are many types of plans – savings, debt reduction, tax planning, estate planning, financial planning, retirement planning, succession planning, and gifting to name a few.  The plan you need will be determined in the discussions we have with you before we start your project.

Let a six plane to you the S-M-A-R-T elements of every plan, as well as the value of continuous ongoing reviews to measure your success of your plan.


Ready to Take the Next Step?

There are new trends in retirement and working after retirement that you need to consider. We can discuss these trends at our first meeting.

The first partner discussions often focus on cash flow management before and after retirement begins.