Once we have discovered what is important to you and how you want to live your life, we put together a financial plan with you.
We create this plan by using a financial bucket to illustrate what your present picture looks like and how likely it is you will be able to live the life you want now and in the future.
The plan is yours and will tell you the “Truth” about your financial situation and give you an accurate picture of what it will look like in the future. We will be able to work with you to see how realistic your present plans are and if needs be put together a plan to help you achieve the life you want.
We strive to answer your ‘big questions’.