Financial Planning
We believe your money should help you live according to your values and achieve the outcomes you most desire.
Before we implement any investment or insurance solutions, we start with a financial plan.
A clear plan based on your unique situation will make it easier to decide where you allocate your income, savings, investments, time, and energy.
We will help you clarify what your values and financial goals are.
Our planning is a 6 step process:
- Establish and define the scope of our partnership, as well as the expectations.
- Collection of all the important financial data, as well as getting to know you and your values.
- Analyzing all the data to assess your financial status within the context of your values and goals.
- Develop your financial plan and make recommendations.
- Implement recommendations.
- Ongoing monitoring and regular review. A financial plan is a dynamic, ever evolving process that requires monitoring and updating.
Please note that we currently do not offer financial planning as a stand alone service.
To find out if we can help you, click the button below to schedule a free 15 minute call with Marc >>>