While similar, we combine the traditional financial plan with a deeper discussion of your long-term life goals. This “life planning” aspect of our service digs a little further into what you truly want to do with your retirement. This often includes discussing those daydreams you didn’t think could be achieved, and charting out a potential path that can strive to make them a reality.
A financial life plan is simply financial planning and life planning working together to create a more fulfilling retirement plan for you. Our plans are goal-focused, dreams-focused, and you-focused. They’re designed to get you to your own, personalized version of success, rather than driving you towards others’ definition of a successful life.
Does my financial plan need to be updated regularly?
Of course! Life changes, and your financial plan should change with it. Exactly how often your financial plan needs to be adjusted will vary depending on your specific circumstances. In general, you should be reviewing and adjusting your financial plan every year. If you experience any large changes in your circumstances—such as birth, death, divorce, job loss, etc.—you should review your financial plan and adjust it accordingly as soon as possible. If you’re working with us for ongoing management of your financial life plan, we’ll conduct these reviews and adjustments with you every year.