Financial success often starts with a solid financial plan. A roadmap that informs our investment decisions going forward. As Warren Buffett articulated so succinctly: “You only have to do a very few things right in your life so long as you don’t do too many things wrong.” Having an actionable financial plan increases your chances of making the right financial choices along the way, considering that they are few and very impactful.
Our approach to financial planning is to build plans that are comprehensive, yet actionable. No one is served by an 80-page financial plan that is unwieldy and cannot form the basis for effective decision making. “Simple but not simplistic” is our guiding principle when creating financial plans for our clients. We also review the plans with our clients from time to time, to ensure progress and adapt to changing circumstances. The creation of the plan is a collaborative effort that is tailored to the unique circumstances of each individual client.
In addition to comprehensive financial planning, we also offer consulting services, for clients with specific needs, or those seeking advice on an hourly or project basis.