Financial planning

The foundation of our financial relationship is the financial plan. Our planning emphasizes five distinct areas:

1. Balance Sheet- What you own versus what you owe.

2. Cash Flow Assessment-  Once we've constructed your net worth statement, we'll analyze what you'll need to live on, based on life expectancies and inflation expectations.

3. Risk assessment- Our Risk Assessment tools are designed to create harmonny between your risk taking and your investment objectives, so your plan works in all markets.

4. Distribution Analysis- We will create cash flow analysis time lines to show when distributions will occur and from where they will come. 

5. Probability Scenarios-Now that we have determined the results we need to achieve, we will run simulations of results, to give you the probability that your plan will be successful.