Financial Planning

When it comes to managing your wealth, you deserve the confidence you can gain from a strong financial plan and the services of a financial advisor who has your back. Regardless of where you are in your life’s journey, I can assist you with developing and maintaining a plan that serves you now and into the future. Financial planning involves more than keeping track of your money. Staying up to date with evolving tax and estate laws as well as retirement rules requires more time and effort than many people have time for. When these changes occur, it helps to have someone looking out for your best financial interests.

Financial Plan Development

I walk my clients through a thoughtful process to develop an individualized plan based on several factors, including life stage, net worth, current and future cash flow and priorities. We will work together through these important steps:

1. Outline your financial goals
2. Gather all relevant information on resources and financial responsibilities
3. Analyze the status of current income, investments, taxes and insurance
4. Design an individualized plan

Developing your plan is not the end of the story. A financial plan is a living document that changes as your situation, priorities or external factors change. Ongoing monitoring and adjustments are necessary to make continued progress toward your goals. Throughout the process, you can count on open and consistent communication so that your plan changes as you do.

Take the next step in securing your future. Contact my office today; I am here to help.

LPL Financial does not offer tax advice or services.