Learn more about what you can expect.

Partnering with a financial planner is a big decision. You don’t just want to work with an expert; you want to work with someone you trust. In the spirit of transparency and to help you make an informed decision, we’re sharing a sample financial plan so you can see how we work.

Your financial plan will likely address many components of your life, including retirement savings, investment strategies, tax planning, insurance analyses, and more. Depending on what you need, your plan may emphasize some components more than others, or it may help you work toward multiple goals at a time. Whatever you choose to focus on, your financial plan will be your informative guide to help you make decisions that move you closer to your goals.

This is an example of a financial plan we create for our clients. You may download a .pdf version here.

We begin by identifying your goals and prioritizing them in terms of what you need and what you want.

Once we know your goals, we review your current accounts and liabilities to understand your position today. This allows us to better project what you need to do from now until your retirement age to help you achieve the vision you have for retirement. 

Unfortunately, change is inevitable and, more than likely, you’ll experience circumstances outside your control that have an impact on your financial plan. Our retirement calculators allow us to analyze different scenarios and choices so you can better prepare for the unexpected.

The result is a high-level overview of your financial life. We use the plan to map out the decisions you need to make now and in the future, track your progress, analyze different scenarios, and evaluate the likelihood of you achieving your goals.

Keep in mind this is a hypothetical plan to illustrate what a client’s plan may resemble should they work with us. Names and circumstances are completely fictional and are for illustrative purposes only. Be sure to seek the advice of a qualified professional for your particular situation and not rely upon any of the information to make personal financial decisions. 

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