Financial planning takes time. We try to make it easy for our clients, but it still requires an investment of their valuable time and energy, as well as that of our team. SO, why do we do it?
- To reduce tax bills?
- To optimize investment portfolios from a risk / return perspective?
- To demonstrate the value of less intuitive planning strategies?
- To identify the biggest risks to our clients long-term financial security?
- To help balance short and long term wants and needs?
YES. Yes, across the board. But that’s not all. In fact, the above list may be missing the single most impactful outcome of good planning! With proper planning, we facilitate better decisions about how our clients invest their….TIME.
The questions are different for each household, but may take the form of:
- Are we financially prepared to retire?
- Will our financial position accommodate a career change with it’s requisite uncertainty?
- Are we able to take a “step towards” retirement and move to our retirement home / location early?
- Will we sacrifice our future financial security if we work and save a little less for a period to pursue philanthropic or family goals?
- Are we in a position that we can confidently start a new business?
Financial planning executed well results in thoughtful decision making that leads to purpose filled actions. How we invest our Time is laden with opportunity for regret, if those decisions don’t support our family values; furthermore, Time and Values together comprise ones legacy: the stakes are not small… this is why we plan.
Having an experienced, independent and unbiased financial advisor assist in this process may be invaluable to managing your family wealth and building the legacy you want to leave. If you would like to learn more about our team, schedule an Introductory Call today!
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