Developing and implementing a financial plan is just the beginning. We understand that the best-laid plans cannot guarantee success. For example, what happens as a result of a premature death or disability? How will economic or political issues impact ability to achieve my goals? What will happen if I should need skilled nursing care during retirement?
These questions and concerns weigh heavily on people regardless of wealth. A comprehensive financial plan will address each of these potential questions. Our job is to educate our clients on both the financial and emotional implications these challenges can create for them and their loved ones. The financial planning process will quantify these scenarios and provide solutions to reduce or eliminate their detrimental impact.