One of the first steps in financial planning that we take for new clients is preparing a Present Condition Analysis (PCA). The PCA gives you an overall look at your current investments, policies and account structures. Many clients realize for the first time that the steps they have taken do not match the plans they have made. If this is your situation, we set a course to correct what is wrong and fill in the gaps. Our goal is to give you peace of mind when it comes to the future of your business, your family and your responsibilities.
Many individuals have some components of an estate plan but have never stepped back to see how the pieces work together or against each other. Some are over-insured, under-resourced or have yet to think about their senior years. We can help drive these conversations and create a map that will help get you where you want to be. Whether your goals are to continue working, traveling the world, spending time with grandchildren, volunteering, beginning a third-age career or just relaxing, we can help you find a way to make it happen.
Our firm does not have individuals working in silos; we focus on collaboration. Our team carefully evaluates your personal financial situation and business and family obligations against a backdrop of your long and short-term goals.