How do I determine my financial wellness?
Financial wellness is the overall picture of your plan, encompassing your current financial health and your future goals. It takes time and effort to get this information organized and up to date.
How we can help
We compile these details, with help from you, and organize them into an approachable document. Building out this information into an easy-to-understand plan will help you focus on what is working, what is missing, and what needs attention. Knowledge is power.
We maintain this data by having semi-annual or annual portfolio reviews, minimizing your worry and obligations.