Financial Planning

By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you’re not overpaying taxes and stay on top of your finances.

Ongoing Financial Planning

What, exactly, is Financial Planning?

Many life decisions are financial decisions and many financial decisions are life decisions. By collaboratively working together on an ongoing basis, you can make these decisions more confidently.

This video answers that question as Robert takes you through our process and shows you the type of work we would do together.

Planning is more important than a plan. We will need to adjust along the way so you can Optimize retirement income, lower your taxes, improve your investments. While we start the relationship with a comprehensive financial plan, it’s out of date quickly and probably wrong to begin with given the guesses we have to make about an uncertain future.

That’s where our service calendar comes in. This systematic process helps you implement changes, stay ahead of deadlines, stay on top of your money and even allows you to proactively prepare for some transitions.