The best planning is done when we include an accurate spending level and all your investments, including your retirement accounts at work and other brokerage and savings accounts you own.
We create a comprehensive report tracking our progress toward pursuing your financial objectives. The report indicates where strategies may need adjustments or confirms that we’re on the right path toward your goal.
The program is interactive so we can simulate what will happen if you sell or rent property, receive an inheritance or even win the lottery.
We also stress test the plan to show us what would happen if you experience a salary reduction, have a chronic illness or, heaven forbid, pass away. It helps us prepare for nearly any event.