Financial Planning
Like mountain climbing, retirement planning begins with the goal of reaching the summit. The key to achieving that goal is planning and preparation. Our unique ARC Process (“Achieving Retirement Clarity”) lays out a clear path for accumulating assets for retirement. It explores three important checkpoints:
Who is it for?
Clients who have:
- A desire to clarify, simplify, and organize their financial life
- A willingness to partner with a Planner to take a broad approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.
- An interest in reducing financial worries and decreasing complexity so that they can focus on what matters most in life.
- A desire to stay informed, access expertise, and make adjustments as changes in finances, laws, and life occur.
Services
Planner clients partner with us, initially and over time, to manage and maintain their financial plan through ongoing communication and collaboration
Areas
- Retirement Planning
- Investment/Accumulation Planning
- Education Planning
- Cash Flow Management
Fees
Financial Planning carries a one-time fee that covers a customized review of your financial situation, goals, and needs, and provides specific recommendations.
