Our three-step personal approach to understanding and managing your wealth.
Whether you’re just beginning your career, an established professional or approaching retirement, it’s never too late to plan for your financial future. For most, managing your spending and wealth can be a daunting task. It’s important to find a trusted partner with an established comprehensive process. A partner who thoroughly considers both your present-day needs and your goals of tomorrow. Our Law & Associates team will work with you to develop a personalized plan that clearly integrates your current lifestyle with your vision for the future.
Our three-step planning process begins by learning about you and your family and gaining a deep understanding of your financial goals. As your partner, we’ll explore all facets of your financial life, working by your side to make educated decisions based on your priorities. We also understand that ongoing and open communication is critical to the success of any plan. As your priorities and needs evolve over time, we schedule periodic reviews to ensure your goals remain on the path through major life transitions.
1. Carefully Listening to Your Goals and Priorities
During our initial meeting, we listen to your expectations, learn your financial goals and needs, discuss risk tolerance and the legacy you wish to leave your family.
2. Understanding Your Present-Day View
Once we have a clear view of where you are today, we illustrate your current situation in terms of income and expense, taxes, and net worth, along with a review of financial projections. These figures represent the foundation of comprehensive wealth and planning strategies. During this phase, we make certain we are looking at all pertinent information and capturing it in your plan.
3. Planning and Managing for Your Vision of Tomorrow
Providing a holistic view of your financial future, we present both written and quantitative analyses, graphic representations and an action plan of our recommendations. We also discuss current and future scenarios outlining whatever situation or decision you may be facing. It’s our goal that you leave our office with the confidence that your plan is under an ever-watchful eye, always managing your assets and helping to preserve your future.
“We pride ourselves in personally getting to know each client and their unique needs, so we can develop a plan that truly represents a path to their dreams
Janice Henderson, CFP®
Chair/CEO, Law & Associates
Branch Manager, RJFS