A written financial plan is a road map for you to follow in order to reach your financial goals and be financially secure. Once you have a written financial plan it should give you confidence knowing that a plan is in place to:
- Ensure your family’s financial security and independence in the event that you die prematurely.
- Provide income to you and your family in the event that you cannot work due to a sickness or an accident.
- Ensure that you reduce the number of years to pay off your mortgage and other debts by minimizing the amount of interest that you are paying.
- Ensure that once you stop working that you never outlive the money that you have accumulated.
We work with our clients to create a customized plan that suits your needs now and in the future.