Design Your Wealth Plan The first milestone is where you create your detailed roadmap for your financial life. We help you to clarify where you are, where you want to be, how to get there, and how to prepare for “unexpected detours.” Creating a budget that you can stick to is vital. We use a tool called eMoney to help you see your total financial picture. This comprehensive tool enables us to create a financial plan for you to help you make more informed decisions about your money.
Eliminate Wealth Killers
For most, the greatest obstacle to achieving financial success is not the stock market or a job that pays too little. Nothing is more deadly to a good financial plan than chronic debt and excessive spending. We can help you to kill these wealth-killers.
Build An Emergency Fund
Acquire Disability Insurance
Obtain Life Insurance
Acquire Legal Liability Insurance & Identity Theft Protection
Establish an Estate Plan
Plan For Long-Term Care
Save for Retirement
What’s your number? How much money will you need in order to reach those dreams for retirement? How much should I be saving now? We will help you answer these questions and many others that you many not have factored into your retirement planning.
Save For College
Do you have children? Do you want them to go to college? If so, would you/they prefer a public or private institution, “in” or “out” of state? Do you know how much this will cost by the time your kids graduate high school? Where will the money come from?
Eliminate Your Mortgage.
Once you’ve completed (or are on pace to complete) the previous milestones, it’s time to put the mortgage to death and be completely debt free.
Design Your Legacy Plan.
Now that you’ve achieved independent wealth, what legacy do you wish to leave for those who follow such as or your children, or grandchildren? Is there a non-profit organization you want to support even after your life? We can direct you to the right estate-planning attorney.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results.