planning

Planning

At some point in your life, the question “What’s next?” enters the conversation.

T

he question of retirement is a common theme with certain clients. Not only the “when” or “will I have enough,” but also the “what will it look like?” Yes, it is a financial question, but it also prompts conversations about family, philanthropy, volunteerism, legacy and a host of other values-oriented topics.

We can offer you support in a variety of ways, from sustainable spending analysis to spending and wealth transfer strategies. The first step is for us—and you—to understand where you stand currently. For many clients, a detailed net worth statement is the first step. From there, our investment and estate planning experts can devise an action plan to get you from where you are now to the future you envision.

Let’s Talk

Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.

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