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 for growth.

We use various 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.

  • Only 46% of Americans engage regularly in financial planning*

    

    • 53% of Americans feel they are behind on retirement planning and savings**  


    • Only 57% of Americans feel confident about their finances***  


    • 61% of U.S. adults don’t keep track of their money****


    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.


    *https://www.fool.com/the-ascent/personal-finance/articles/heres-the-shockingly-small-amount-of-time-americans-spend-on-financial-planning/#

    **https://www.cnbc.com/2024/04/03/many-americans-feel-behind-on-retirement-planning-cnbc-survey-finds.html#

    ***https://www.thinkadvisor.com/2023/08/18/only-57-of-americans-feel-confident-about-their-finances-survey/

    ****https://www.businessinsider.com/61-of-us-adults-dont-keep-track-of-their-money-2014-4#


    Disclosure:

    To the extent that any client or prospective client utilizes any economic calculator or similar tool
    contained within or linked to the Century Wealth Partners LLC website, the client or prospective client acknowledges
    and understands that any resulting information is not, and should not be construed, as the
    receipt of, or a substitute for, personalized individual advice from Century Wealth Partners LLC. Nor should those
    results be considered indicative of future performance.

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