Process

Planning Process

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is different.  An understanding of your personal and financial goals, as well as your financial experience, is essential when designing a comprehensive plan.  Consideration of important milestones such as retirement, insurance, major purchases and educational costs, as well attention to your investment risk tolerance, time horizon and social values are important ingredients in developing a custom-tailored financial plan.  Once these factors are understood, you and I are prepared to choose the products, services and strategies that best address your needs. 

Financial planning is more than just preparing for retirement. It’s about developing a savings plan, budgeting for long-term and short-term goals, making use of tax-efficient retirement planning strategies, helping to protect your assets and your loved ones, and finding ways to achieve happiness and security with the money you and your family have worked so hard to earn.

Kathryn L Maffei, CFP®