You've probably heard that term before...but what does it mean?
Comprehensive financial planning means that we take a look at all aspects of your life and create a plan that fits you and your family now and into the future. It's not just about the numbers; we'll discuss your values and goals before we even starting looking at your financial situation. Here are a few of the things we'll discuss:
Not ready to create a full financial plan, but would still like to get some questions answered? No problem. Contact me for a quote.