Financial and Goal Planning

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We use advanced tools and an effective process to establish a long-term game plan for our clients. This begins with a simple question: “What do you want your future to look like?” We pride ourselves in our ability to effectively listen and understand our clientele. We assist in prioritizing goals into three distinct categories – Needs, Wants & Dreams. We then build the plan with each client’s unique goals and circumstances in mind. Part of the planning process is to “stress test” the analysis, including the use of Monte Carlo simulations*, and one or more “What if…” scenarios. We help each client determine how they are tracking towards the financial future they desire.

Financial Planning is included as a core client service and does not entail additional cost. We believe that a periodic financial health checkup is essential as we work together as a team toward your long-range goals.

  • 34% of Americans have no financial plan. (
  • 43% of American adults have done no retirement planning. (
  • 21% of Americans are “not at all confident” that they will reach their financial goals (
  • 56% of U.S. adults lack a basic budget (
  • Studies from both Harvard University and Yale University suggest that you are 70% more likely to reach your goals with a written and specific plan.(

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

*Monte Carlo simulation is a technique used to understand the impact of risk and uncertainty in financial, project management, cost, and other forecasting models. A Monte Carlo simulator helps one visualize most or all of the potential outcomes to have a better idea regarding the risk of a decision.

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