Looking beyond for new dimensions of planning

Time was a financial plan was just that – a simple plan about money. Of course it was created with the future in mind. But times have changed and so has the way we look at the future. That’s because the future isn’t just about money – it’s about you, how you’ll live and the ways you want to live.

That’s why we’ll talk about things that can affect your life that you might not have thought about. For instance, as you get older, who will change those hard-to-reach ceiling light bulbs? Who will drive you where you need to go? These questions and others like them can help make a big difference in how you plan for – and look at – your retirement. Once we figure out the answers, we can then plan strategically and financially.