- Goal setting is defining what matters to you – your values, priorities and plans.
- We work with individuals and couples to define and prioritize short and long term goals.
- From this “Big Picture” we develop a strategic financial plan that merges with their life plan.
Financial advisors can inadvertently impose their own goals on their clients. We’ve found the best way to avoid this is to use a variety of techniques and approaches that help clients clarify and communicate goals and use tools within a retirement plan to measure their progress. We focus on what is most in a client’s control and how to prepare for the unexpected.