Sample Financial Plan

Financial Planning is not just a listing of your stocks and bonds and what to do with them.

Financial Planning is a comprehensive analysis of your needs, wants, and wishes today that’s tailor-made just for you. Then looking into the future throughout your lifetime, your plan will estimate the confidence that these goals will be carried out using your income earning assets to pay for them. Then when the end comes, how best to distribute what’s left to your beneficiaries, trusts, or charities.

Working together, I review your goals, write a multi-page plan, and monitor the results making changes when needed. That is Financial Planning. It’s the right thing to do and the right way to do it.

Don’t be intimidated by the complexity of your plan.

Click HERE for a detailed Sample Financial Plan
Click HERE for the shorter Executive Summary
Click HERE for "Topics for Review" to make sure we don't miss anything
Click HERE for my published article entitled: "It's Just 1-2-3."

With your plan in place, then we'll decide what investments make your plan work.

We are dedicated to helping you not only achieve, but have an understanding, of your life's financial plan.

With your help, let me design your plan.