81 Crown Mountain Place, A-500,
Whether you are a new family establishing yourselves financially, a newly retired teacher wondering if you'll outlive your retirement fund, or at a cross roads in your life wanting to clarify your expenses and income - a comprehensive financial plan seeks to help you make better decisions and execute sound strategies for retirement, investing and unpredictable life events. We help you look at all aspects of your life to discover your family’s unique financial needs.
Confidence comes from knowing you have a plan in place no matter what happens with the economy. Our comprehensive process to financial planning considers all the moving parts of your financial life and their potential impact on your most important goals. We are committed to helping you lay the foundation for your lifetime financial vision.
Everyone has an opinion, and the availability of information can enable many to call themselves a specialist. It may be tempting to forgo financial planning in place of monitoring news outlets and reading daily stock market reports. However, every decision and movement of money can have a significant impact on your financial life. Take the guesswork out of your future and manage your assets by creating a custom, comprehensive financial plan with us today.
Recognizing that the goal to be financially fit is a holistic process that includes emotional, physical as well as financial well-being. All 3 pieces must be incorporated into your plan to pursuing your long term goals. When we first meet we will see if we are a good fit by discussing your expectations and our services available. Then we will follow our process to help guide you through planning to clarify your dreams, goals, challenges, health and fears. We will discuss how you feel about risk, rewards and your historical experience with financial decisions. As a CFP®, Laura follows the Six-Step Financial Planning Process as established by the CFP® Board of Standards.
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