Life Centered Planning
As financial advisors we help families achieve their financial goals and obtain the freedom to live their best life’s. Our Life Centred Planning Process is a road map that helps you set the target for all your financial goals while protecting what is most important.
During this journey, your personalized plan is adjusted to assess growth and performance.
Life is constantly changing and our Life Centered Planning Approach is flexible to your personal journey and will adapt to any and all detours on your road to your best life.
Your journey begins with an introduction meeting so we can meet you and learn about where you are in life and where you want the journey to take you. Follow up meetings will be arranged as we gather all the information we can about you, allowing us to have an accurate starting point for the creation of your personal financial plan.
We will gather a complete list of your assets and liabilities as well as details to your monthly cash flow.
Just like planning a road trip, you need a specific starting point and a destination in order to determine the best way you will get there. Retirement is everyone’s ideal destination, but the journey is all about the thing you want to do along the way. This could include things like family vacations, funding your kid’s education, purchasing a vacation property, paying off debts or just improving your current lifestyle.
Whatever the destination we will provide the map to show you what it will take to get there.
As with any journey there will be different options to reach your destination. Just like planning a trip you want to make sure it is protected form interruptions and cancellations. Similar to your financial journey we start by protecting your goals while mapping out how we will get you to your ultimate destination.
Your journey will have many turns along the way and it is our job to keep you on the right road, so you reach your goals on time.
