Foundational Planning
Helps you clearly define your financial objectives and any current problems you may be facing. This will lead you to make the best possible choices necessary to achieve your lifetime goals.
Our process:
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Discuss your values, vision and goals for the future.
Create a prioritized inventory including the importance of each goal, possible obstacles and supporting resources.
Review your most important financial relationships
Determine your Financial Independence goals.
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Goal Profile: An affirmation list reflecting your goals for the future.
Foundational Financial Assessment: An inventory and analysis of your current resources, coupled with summary of your future goals and needs.
Current Net Worth Statement
401K Review
Investment Risk Tolerance
Investment Analysis - Current Asset Allocation with recommendation
Goal Achievment: Based upon the factors outlined above, we will identify the planning opportunities to be implemented that offer the greatest potential for benefit at this time.
The Discovery Profile and the resulting reports will be useful to you whether you’re making decisions now or in the future.