Goal-based Retirement Planning
Overview of Goals-Based Planning Process (video)
Your life and financial goals are at the heart of our financial planning process, and goal definition is the beginning of any good retirement plan. Without specific, measurable, attainable, realistic and timely (SMART) goals, it is hard to have a plan.
Your goals are unique to your situation in life. We listen to your goals before making any assumptions about what is appropriate for you – you may even discover a goal or two you never even thought about.
Goal planning is a step many financial professionals skip. We believe the process of identifying goals is more important than simply calculating numbers. It is about planning for the life you want to live, on your terms and on your timetable.