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Our Philosophy

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"We believe that you should be involved in the planning process."

Consider your financial plan like a puzzle; it is not complete until you have considered all of the pieces.  Leave out just one piece, and your future financial picture may be incomplete.  How do you know if you are on track to retire when you are ready?  Further, if you are already retired, how do you know if you have enough money to fund your expenses for life?

We believe that you should be involved in the planning process.  In other words, involved means it’s your plan – not our plan for you.  We want you to understand how the plan works, the assumptions we are using and key components of the plan that make it work.

We work through various scenarios with you to evaluate multiple outcomes. Once we find the right scenario that’s potentially achievable and suitable, you will be well on your way with a plan that you can live by.  You will be able to measure your progress from time to time to see if you are on track.  Most important, you will better understand how the decisions you make now will effect you in the future.