Values Based Solutions
Comprehensive Financial Planning
Your financial plan should be unique to you! A personalized plan designed for ‘what’s important to you’ will be the foundation that can help you enjoy your life today as well as plan for the future. A comprehensive plan will include defining & prioritizing your goals, investment planning, risk management, retirement & Social Security planning, and cash flow. It will include input from other professionals that you work with, such as your CPA and estate planning attorney. Your financial plan will be monitored and updated on a regular basis to reflect changes in your situation.
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Investment Strategies
You have unique investing goals. Your portfolio should reflect your values, your budget for risk, and have ongoing management. It should be integrated with other investments that you have, such as a retirement plan through your employer.
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Insurance Solutions and Risk Management
What happens if your plan is disrupted by a health emergency or untimely death? There are solutions that can transfer those risks to insurance companies by using life, disability, and long-term care insurances. It’s important to choose the options that are best for you and your family, and to monitor and adjust your risk management program as your needs change.
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Education Funding
Which of the many ways to save and invest for your child’s (or grandchild’s) education makes the most sense for your goals and time frame? Finding the best solution will mean considering your age, the beneficiary’s age, the assets you have already accumulated, your tax situation, cash flow, and how much control you want to maintain over the education funds. You also need to consider your own goals, including retirement, when determining the best solution.
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Retirement Income Planning
Are you certain that there will be money at the end of your life versus life at the end of your money? The solution is to develop a longevity plan that reflects your desired quality of life, life expectancy, and family considerations, in addition to your age at retirement, social security, employer retirement plans, and investments outside retirement plans. There are also the “what ifs” of inflation, healthcare costs, taxes, and market volatility that must be included when determining a realistic, comprehensive strategy.
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Legacy Planning
By design or default, you will leave a Legacy. The choice is yours. This goes beyond the estate planning done by your estate planning attorney. The life experiences you share with younger generations can illustrate and pass along your values, impacting how they live their lives and what they strive to achieve.
Contact us today to get started planning for the future.