Taxes and investments are key components of your personal financial plan, but peace of mind comes from attention to all aspects of your financial life.
The Importance of Integration
Does this sound familiar?
- You go to a stockbroker for investment advice,
- An insurance agent to buy insurance,
- An accountant for tax preparation,
- An attorney for estate planning,
- A financial planner for a retirement plan.
Holistic Financial Planning for Life’s Transitions
Financial planning would be easy if life always progressed according to plan. But life is a series of transitions – some planned, some unplanned – and the financial decisions made during these transitions can be the most critical ones.
The time we take to understand you – your goals, your values, your relationships, your personal history, every aspect of your finances – and our availability to you as part of your retainer helps us be effective, trusted guides during your life’s transitions.
Would you have more peace of mind if you knew the most important things for your future were taken care of?
Contact us to learn more about the difference a holistic personal financial plan can make.