Our approach to planning starts by focusing on projecting what your retirement would look like if you had never met us. We spend time educating you on how your money currently works and how it will likely work in the future. Then, we assume that you’re going to save the same amount of money between now and retirement—or, if in retirement, utilizing those same resources that you’ve already established— then correcting course to improve your situation.
Where you are
We begin the planning process by evaluating your balance sheet, cash flows, and goals to project out your expected retirement.
Where you are going
We create different scenarios using your current resources to illustrate the alternative paths your retirement could take.
Course Correct
After evaluating those different financial scenarios, we integrate the strategies and concepts that work best to streamline your financial plan. In effect, we suck up the gear and retract the boards that you didn’t realize were extended.