Meticulous Financial Planning

We offer financial plans designed for your individual needs, whether you’re still working or already retired, whether you’re single or married, or whether your financial situation is less or more complex.

Your financial plan will help you address a wide range of financial concerns, including:

  • Cash management
  • Debt management
  • Tax planning
  • Investment planning
  • Retirement planning
  • Risk management
  • Estate planning

You will receive a personalized report containing specific recommendations on the actions you need to take to achieve your financial goals

Financial Planning Tool: MyGPS

We work in conjunction with you using our in-house software myGPS™ to offer you a prioritized view of your financial goals and recommend solutions to help achieve your wealth management needs.

myGPS™ isn’t a financial plan. Rather, it is a report on things you already know, for example:

  • Your income
  • the current value of your investments
  •  your annual taxes and expenses

Each of which are projected into the future based on a set of assumptions about what may happen later. (for example, changes in the expected average rate of inflation, your long term goals and how much you intend to spend in retirement).

 

MyGPS™ Report answers some of your key questions:

 

1. What does my current financial situation look like?

Current Net Worth & Current Cash Flow –

Provides consolidated summaries showing your incomes, savings, expenses, investments, real estate and debt - in one document

 

 

2. If I live to be 90, will I have sufficient funds to maintain my current and/or desired lifestyle?

Projected Net Worth, Projected Income and Distribution & Projected Outflows 

Based on the information provided, myGPS™ will project income, savings, taxes, expenses and the value of your assets into the future using a defined set of assumptions.

 

 

 

3. If I die tomorrow, will my family be sufficiently provided for financially?

Estate Impact Analysis and Life Insurance Analysis

myGPS™ can help you identify any potential financial shortfalls should an unexpected tragedy strike you or your family.

 

 

 

4. How does changing my financial assumptions impact my future financial situation?

Retirement Analysis 

MyGPS™ Retirement Analysis allows you to independently change the assumptions you have made about the future to see how that change will affect your overall finances.

 

 

 

5. What can I do to ensure my financial goals and priorities become reality?

Wealth Management Opportunities 

Report of key financial products, solutions and strategies tailored to your financial situation and priorities, helping you to make the most of what you have – both now and in the future