Comprehensive Financial Planning

Comprehensive Financial Planning is a process where the clients provide complete information around their current financial situation and what their goals are for the future. Together with a qualified professional they assess the current arrangements and project those values and strategies to see if they can meet those goals. If not, then modifications to either the goals or the current strategy will need to be made.

We have the tools and experience to help you get a clearer picture of what to do to work towards accomplishing your goals. We will work with you to clarify your needs and wants into a workable plan to pursue those expectations.

Sometimes clients do not want to do a full comprehensive plan. Sometimes, it is a specific concern that needs to be addressed:

  • Planning to have enough life insurance to provide adequate income for your family.
  • Planning for an unexpected disability that stops you from working. 
  • Planning for a financially secure retirement.
  • Planning a child’s education fund

We can help with all these issues.

The introductory hour consultation is free. The planning process is done on a fee basis, where the cost is stated up front based on the scope of the engagement.

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