Blake and Sylvia Smith want to retire within 10 years, but they’re unsure what it will take.
Family Stats:
Financial Stats:
Worrisome Questions:
Establishing Priorities Through Life Planning
Bottom line, the Smiths have a lot of unanswered questions. They would benefit from our Life Planning Process, to identify and prioritize their greatest goals. After engaging in this process, they might determine something like this:
Connecting Personal Goals with Financial Planning
With their goals in focus, we would introduce the Smiths to our interactive financial planning tools, to estimate how much money they’ll need. After crunching the numbers and considering various trade-offs, they might decide to save more and prioritize private schools over a second home, so they can more readily work less. In other words, the beach house might have to wait, while they position themselves to achieve everything else they have in mind.
Putting the Pieces in Place
Now it’s time to optimize the Smiths’ financial resources. We’d partner with them to confidently unwind Blake’s NQOs; deploy their compensation plans; build an investment portfolio that reflects their ideal balance of risk and expected reward; implement cohesive tax planning throughout; and otherwise empower the Smiths to advance toward their ideal wealth goals.
We offer a complimentary "Get Acquainted" phone meeting to hear your story and to see if our services are right for you.