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