Goal setting is defining what matters to you – your values, priorities and plans. As your wealth manager, we help you define and prioritize short and long term goals.
From the “Big Picture,” we develop a strategic financial plan that merges with your life plan. Financial advisors can inadvertently impose their own goals on clients. However, we’ve found the best way to avoid this is to use various 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.