Financial Planning

Despite our dreams and best intentions, life happens around us. The vacation you saved for gets placed on hold when the roof needs to be replaced. Or the market that dependably returned 7-9% a year is down 37% the year before you hope to retire. Floating down a river without a care in the world on a summer day is fun; on the other hand, we believe that going through life without some plan for your finances is destined for failure.

It is important to determine a path for yourself, figure out where you are today and plot the best course to getting where you want to go tomorrow. There are many potential pitfalls along the path and the ability to avoid them, or at least soften the inevitable blow, makes a difference.

We can help. Using our Wealth ePath software, we can work with you to examine your current assets and liabilities, as well as income, expenses and savings to get an idea what the future would look like on that path. We can also investigate what the future would look like under a multitude of scenarios. We can assess what buying the mountain home in Colorado might do to your concurrent goal of early retirement; or what taking two big trips a year in retirement might mean for your goal of leaving money to your kids and grandkids.

As we often say, life happens. Let us show you what your path might look like and together help you reach your goals.