Financial Planning

Retire Smart; Begin with the end in mind;

Document personal financial position and current risk management policies
Write financial goals with your titles, dates, dollars, and emotional rewards including to retire smart
Analysis of existing financial capital including both liquid and non-liquid holdings and assure alignment with your core values and the timetables of your financial goals
“Enough” planning: “Do you have enough to not have to work?” Seeking to answer, “Will I have enough?”
Implementation of saving and investment planning.
Cash flow management & liquidity to retire smart
Debt planning
Major purchase liquidity