What's Your Story?
Before we can deliver a plan for taking specific actions, it's essential that clients have a story about how they want the future to turn out. This story may include the details surrounding retirement, children's education, home ownership, and other interim situations the client has committed to producing.
Developing your story is fundamental to our Financial Planning process. When you choose to create a plan with us, we will gain a deep understanding of your story about the future. Our recommendations will be prudent given your current situation. We will take care to deliver an action plan that will help you balance all of your financial concerns and commitments, for the sake of helping you live a full and satisfying life.
Getting Started
We typically begin by discussing your personal concerns, current financial situation and goals for the future. We will ask you to provide information on a worksheet that includes your current assets, investments and personal ambition for retirement (when and how much annual income in today's dollars). If you have children, we will ask you to specify your ambition for education planning.
Based on the information you share, we will create a first draft of scenarios for taking new, more powerful actions. We will then meet with you to discuss these scenarios. In most cases, this conversation triggers new possibilities for designing the future. We then integrate these new possibilities into a second set of scenarios, which leads to a follow-up conversation. This process continues until you are satisfied that we have delivered a valuable tool for helping you produce the future you want.
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