Take a family snapshot today.
The family snapshot is an essential tool for you and your family. An essential first step in creating a wealth management plan the financial snapshot takes a look at your current savings, income, family makeup, fixed assets, and liabilities.
“Proper investment strategy requires a full understanding of your family's goals, income needs and various time horizons to life events to maximise your wealth. The family snapshot is a great way to begin to formulate your tailored Wealth Management Plan.”
By working together we are able to begin to build a clear snapshot of both your current financial picture and what it will look like in the years to come through a simple take home questionnaire. Once completed this questionnaire is entered into our computer systems to calculate future cash flows and identify risks.
The Family Snapshot tool can help begin to answer questions like:
What will my retirement income look like?
What type of investment returns do I need to reach my financial goals?
What will my estate look like 10 – 15 – 30 – 50 years from now?
Contact me today and take the family snapshot! Once complete we will enter the data into our modeling tool and provide you with your custom family snapshot! No charge or obligation.