Lifestyle Considerations: You may be single looking forward to purchasing your first home, or you may have two kids approaching college and looking to purchase your second home. Regardless of where you currently are in your life, there are components that can be implemented to help get you there more securely and confidently.
Retirement Considerations: Everyone retires at different times, and everyone’s desire to plan for that retirement varies. You may envision retirement one way while another person sees it differently. Through discussion, we can figure this out together in a simple, easy-to-understand manner.
Regardless, we think purpose is important and we want to foster accountability on what you will focus on for the coming years.
Work & Business Considerations: Income from work plays a major role in our lives, but that income looks very different for the self-employed entrepreneurially minded person vs those with a 20-year corporate career.
Simplify: Breaking down your plan into an easy to understand, one page document is something that we take great pride in.
Accountability: We need to hold each other to standards that fosters success. Clear communication and follow up are key pieces.
Push Boundaries: The world of investing is constantly changing. Studying history and regularly questioning the status quo balances guidelines against structural changes. For example, dividend yield was key indicator of the value of the stock market, but in hindsight there were tax changes in the early 90’s that severely limited its usefulness.