The first goal of your financial plan should be to avoid outliving your money.
Do You Have the Plan That’s Right for You?
Our comprehensive advisory process known as a "Life Map" allows us to uncover what is most important— your values, needs, concerns and hopes in order to put together the best possible long-term plan.
This discussion is one of the most important components of any successful advisory relationships. We use industry leading software which helps us:
- Manage Behavior to the Financial Plan
- Review Distribution Sequence
- Ensure you do not outlive you money
This process uncovers current and potential future issues.
*Vanguard Advisor’s Alpha Donald G. Bennyhoff, CFA; Fancis M. Kinniry Jr., CFA June 2016