It is always intensely rewarding for us when someone tells us they’re so completely grateful that we’re with them as their financial advisor along their life journey. Particularly along Financial Independence Road. Looking out ahead. Watching their back. Guiding to wherever is “there” for them. Being the financial planner they can count on.
So where do we start? Creating your personal financial plan requires us to do some catching up. To understand where you’ve been, where you are now, where you’re headed, and if that’s really where you want to go. We get it, but we need to get you.
In depth. We spend a lot of time asking you questions, listening carefully not only as you talk about numbers and facts, but also to the stories you tell. Who’s important to you. The places you dream of visiting. Where you’d like to find yourself at the different stages of your financial journey. Then we look out ahead with you. Help you articulate in dollar-specific terms what you want in life. What’s getting in the way. Or could. And get you started down the path.
Tailored very specifically to your journey. All the destinations. We create the plan, review it in depth with you, make adjustments as necessary, and then work alongside you on the implementation of the plan. Guiding. Updating the roadmap as time goes on. Supporting you and your goals.
This journey isn’t a walk in the park. We understand complex issues and marketplaces, and navigate alternative routes with you. We know that you’re at the helm at all times. We’re there with you. All the way. Because we know that almost all the way doesn’t count. If you don’t know exactly where you are in the journey, including along Financial Independence Road, then call us. You soon will.