10 Grand Central 155 E 44th Street
12 th FL
New York City,
Paving a path for you to reach your goals
Financial planning is important because it helps individuals realize their current situation and think realistically about their future. It identifies changes that need to be made today to reach desired goals for tomorrow. Just like any building needs a strong foundation to withstand harsh elements, individuals need a strong foundation to endure the ups and downs they may encounter in both their financial and personal lives. The best way to build that foundation is through comprehensive financial planning. The ultimate goal of the financial planning process is to help you meet yours!
OUR 6 STEP PROCESS
Let's make it easy to map your future
Discovery Meeting - Understand your unique goals and objectives
Data Gathering - Gather your data to develop your personal plan
Analyze and Develop the Plan - Analyze the data and develop solutions
Plan Presentation - Review and discuss recommended strategies
Plan Implementation - Implement plan recommendations *
Plan Monitor and Update - Monitor your plan and update periodically
**Plan implementation can be done through a firm of your choosing.
Our Planning Solutions
You may choose from several different plan types from basic to comprehensive planning. Review our menu of services and fees.
During our comprehensive financial plan process we analyze several financial areas to ensure we complete the full picture.
Spotting Credit Trouble
Tax Freedom Day
Three Key Questions to Answer Before Taking Social Security