We will meet several times to discover and explore your financial goals and gather your financial information to develop a complete picture of your financial life.
We will further refine and illustrate 2 of your goals in your initial financial plan. Using interactive software, we will meet together to review your financial plan. Your analysis will include sophisticated tax and investment projections, including a Monte Carlo analysis. By the end of your meeting you will have clear understanding of what you need to do to accomplish your goals. You will be able to answer the questions below.
ThinkPlanSave will gently nudge you along to accomplish your goals and keep you accountable.
Maybe you don’t feel ready yet to hire a financial planner, but still have one or two questions? Do you like to DIY but want a second opinion on something?
We’ll spend 90 minutes together addressing your questions.